PLAN B RETIREMENT - Key Persons
Bryan has an MBA and oversees all technology-related matters including website, graphics, and social media.
With over 30 years of experience in the financial services and insurance industries, Jim and his associates, provide holistic planning services to help you put all the pieces of your unique retirement puzzle together with one stop shop convenience. His personal approach to clients is evident. "I sincerely care about my clients and their hopes and dreams and plans, and they get a real sense of that," Jim says. Jim's independent process is backed up by his fiduciary duty to act in his clients' best interest rather than a product-centered focus that doesn't fit with clients' retirement needs. To that end, Jim is affiliated with financial, insurance, retirement, and estate-planning associates dedicated to providing the products and services that truly fit the needs of clients in order to help them accomplish their goals.
Job Titles:
- Director of Client Education
Jennifer helps to select, present, and coordinate all educational workshops offered by Bowers & Associates, LLC.