Jim Waggoner (JW)
Financial Advisor / Partner
I began my career in 1987 in Sioux Falls, South Dakota, in life insurance sales. My very first mentor, who was also my boss, taught me the value of relationships and the meaning of teamwork. I’ve learned to embrace the change that seems to be ongoing in the financial services arena, and my partners value the experience I bring to the table.
I specialize in 401(k) retirement plans in both the qualified and nonqualified space, and also have vast expertise in executive benefits, buy/sell agreements, and business-succession strategies. My passion lies in assisting business owners in identifying and implementing key executive benefits to reward their key employees. The future success of a business depends on the well-being of the team as a whole.