Jim has spent over 30 years working in the financial industry. His extensive experience in finance began in 1987 when he began his career at FirstBank where he worked his way up from being a teller while in college at CU to President of FirstBank of Evergreen. During much of this time, Jim worked with small business owners and their families as a trusted advisor in areas of funding, cash management, asset management, tax planning and investment portfolios.
In 2009, Jim retired from his position as President of FirstBank of Evergreen. He is a trusted advisor to various businesses and participates in various investment opportunities where he utilizes his experience to manage private investments with ethics and integrity. With an entrepreneurial mindset, he has designed and directed many companies to prosper based on sound financing with an emphasis on protecting the investor.
Jim completed his first investment company for affordable housing in 2016 and then immediately began his second and third investment companies in 2017. His background and board room experience offer a perfect fit to lead investments opportunities.
Anticipations of the impact from demographic changes and rapidly changing innovations offer significant opportunities ahead for Jim and his networks of concern. Favorite quote:
“A good hockey player plays where the puck is. A great hockey player plays where the puck is going to be.” Wayne Gretsky
Jim and his wife, Laurie, reside in Evergreen, CO and value their family above all other priorities. They have six wonderful children, Jillian, Jimmy, Joel, Jenna, Tanner and Donovan.