Principal at TRC Financial. Co-Founder of Drawloop Technologies, Inc. (acquired by Nintex). Alum and mentor of USC Marshall School of Business. Proud parent of USC Marshall School of Business alum, USC Viterbi School of Engineering alum, and The University of Tennessee College of Nursing alum. Jim and his wife Aimee enjoy an active lifestyle, skiing in the Teton Valley, and family time together.We are an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies. Our clients include affluent families, entrepreneurs, business owners, privately held companies, and select public companies. Now in our fifth decade and second generation of management, we serve a loyal group of clients with responsive and personal service. We are one of the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source for life insurance, disability, long-term care and benefit plan solutions to the challenges faced in the protection, transfer, and accumulation of wealth.Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. TRC Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.Individual CA License #0B40789 | Corporate CA License #0E14614