Bea has over 15 years experience in the financial services industry. As the Office Manager, Bea provides ongoing personal service to the clients, and is responsible for the day to day operations of the office. She is also instrumental in creating and coordinating client educational and appreciation events. Bea enjoys the personalized contact and relationships she has built with many of Jim’s clients.
Bea enjoys giving back to her community. She is an active participant in the Boys Town mentoring program. Bea also enjoys traveling, playing golf, and spending time with her children and granddaughter.