As Director of Retirement Services, Jim leads the insurance and retirement practice of Fratarcangeli Wealth Management. In his 4 years with the practice, Jim has a perspective drawn from a distinct array of experiences. In the highly specialized retirement and insurance industries, Jim is adept at working with company leaders to help clients make the prudent decisions that bring about holistic solutions that maximize outcomes.

As a trusted advisor, Jim’s clients value his objective leadership. Satisfying the needs of our clients and the employees is our ultimate measure of success and is the distinction of Fratarcangeli Wealth Management to provide dedicated resources in an effort to help improve each employee’s benefits.

Jim attended the University of Illinois – Champaign where he earned a Bachelor of Science in Finance alongside a minor in the aviation school’s Professional Pilot program. He also graduated from Loyola University – Chicago, under a research scholarship in the Accounting Department with magna cum laude honors, earning a Master of Business Administration prior to achieving a C.P.A. designation (not currently practicing). Jim has also served as an adjunct professor for Loyola’s Quinlan School of Business. Jim supports the group’s national practice, with offices in Florida, Michigan, Indiana and New York. Jim enjoys spending time with his family and taking in the many outdoor activities in his community.