Jim has more than 30 years experience in the investment services field. While in the securities industry for more than 24 years, Jim developed a highly successful team that won numerous sales and industry awards. He founded The Fiscal Concierge in 2006 to help fill a void in the marketplace.

Paul has more than 30 years experience in the healthcare field as controller and CFO, with 16 years as Vice President of Finance and Assistant Administrator for Affinity Health System in Appleton, WI. Paul’s experience in the healthcare field has given him a thorough understanding of the myriad issues facing seniors today. Paul is responsible for all Operations in the state of Florida.

Dave has more than 25 years of experience in the health, wellness, and membership annuity fields. Dave was a Senior Director of Corporate Business Development for 10 years with Life Time Fitness mainly focusing on strategic partnerships and bringing health and wellness to the corporate world with accounts ranging from 1,000 to 200,000 employer groups.