Jim manages the day-to-day servicing of account needs, trust administration, and fiduciary compliance while collaborating with professional advisors to develop estate and tax planning strategies. He ensures seamless communication by coordinating workflow and serves as an ongoing resource for clients. With over five years of experience in commercial banking and financial services, Jim brings valuable expertise to his role. He earned a bachelor’s degree in business administration with a finance concentration from Western Michigan University and later completed a master’s degree in business administration with a finance focus from Wayne State University.