Jim is an Omaha native. He graduated from the University of Nebraska at Lincoln in 1978, with a Bachelor of Science in Business Administration, concentrating in Finance. Jim received his Juris Doctor Degree from Creighton University School of Law in 1981. In 1982 he was admitted to practice before the United States Tax Court. He has been assisting clients with their Estate and Business Planning needs for over forty years. Jim is a member of Wealth Counsel, the Omaha Estate Planning Council, the Esperti Peterson Institute, and the Nebraska Bar Association. He received the designation of Advanced Wealth Strategies Planner from the Esperti Peterson Institute in 2002. Jim has received a Martindale Hubbell Peer review rating of VERY HIGH in Legal Ability and Ethical Standards.
For many years he has helped train Accountants, Insurance Professionals and other Attorneys in Estate Planning and Business Planning strategies. He has a special interest in helping farm families preserve their farms. Jim serves as a Forum Moderator for Omaha Christian Businessmen’s Connection and served for ten years on the Board of Omaha Youth for Christ. Jim’s dad was a high school shop teacher, who gave him a love for all things related to tools. Jim and his wife, Denise, have eight children and live in Elkhorn, Nebraska.
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