About Jim

Jim St. Pierre, a Retirement Plan Consultant, began serving our clients’ needs in 2014.

Jim has the Qualified 401(k) Administrator (QKA®) designation from the American Society of Pension Professionals and Actuaries. Jim also holds State Insurance Licenses in Life, Accident & Health and variable products from the State of Ohio Department of Insurance.

He has a Bachelor of Science in Business Administration with a major in Economics from Wright State University.

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