**Reverse Mortgage Specialist | Empowering Senior Homeowners**
For 15 years, Jim has guided senior homeowners through the complexities of Home Equity Conversion Mortgages (HECM) and private reverse mortgages. He acts as a trusted advisor, not a salesperson, empowering clients to access their home equity and achieve their retirement goals. With hundreds of successful loans under his belt, Jim offers unparalleled expertise and a commitment to clear communication, earning him accolades from satisfied borrowers.
His background includes retirement planning and corporate marketing for financial institutions, plus instruction for the Institute of Financial Education. A U.S. Air Force veteran and University of Florida graduate, Jim brings integrity and dedication to every client interaction. The Preferred Client Group is now part of The Federal Savings Bank, serving customers nationwide.