Jim has more than 25 years of experience in the industry and has worked at every level of the distribution process. Starting as an intern during his time at Arizona State University, he quickly rose the ranks, becoming a wholesaler before taking the reins as an equity partner and Quantum’s president. Now spearheading the company’s vision and philosophy, he runs The Quantum Group and oversees growth to continuously push us forward as one of a select few IDCs in the nation with access to limited-distribution, award-winning product solutions. He also specializes in developing business strategies to help our advisor partners grow their firms and realize their full potential.
Partner, President of Distribution
Jim is passionate about integrity, accountability and transparency at every level of the Quantum organization. A natural coach and leader, he uses his broad experience to continually steer us toward delivering the most successful strategies to our advisors.
A 20-year veteran in the industry, Jim rose through the ranks, starting out as an intern while in college, being promoted to wholesaler, and quickly becoming one of the top wholesalers in the nation. As national sales director, he grew the company by 900% through his hiring, training and mentoring of new staff members—continually setting new sales records as a result.
Jim recognized early-on that annuities and life insurance could fit holistically into the overall client portfolio rather than be separate from it. With that focus, he has played an integral role in Quantum’s disruption of the insurance distribution model. Over the last 20 years, annual sales volume has grown by almost 500% through our partnerships with the nation’s leading financial advisors.
Today, as president of distribution and an equity partner, Jim is the driving force behind every level of the organization.