Jim became an entrepreneur at an early age. While earning his Bachelors degree in Business Management at Indiana Wesleyan University, Jim owned a small entertainment business and worked full-time as night manager of a local grocery store.

He began his post-college career an award-winning salesman for Lipton Tea, and later owned an acoustical ceiling business in Fort Wayne, Indiana. He has worked with Gary Zoller for more than ten years, building their financial planning practice in Auburn, IN. As a principal in mzTech, Jim focuses on interfacing with clients and ensuring superior customer service.

Jim is on the board of Junior Achievement in DeKalb County, and is very active as a volunteer with his church. For relaxation, Jim enjoys tennis, boating, and family time with his wife and two daughters.