Jim Stone
Mr. Stone’s practice centers around assisting prosperous entrepreneurs and executives towards achieving their Investment, Retirement, Succession and Estate Distribution goals through a comprehensive financial planning process. Jim’s philosophy is the same as the Lincoln philosophy regarding his client relationships has always been the same; Serve First, Last, and Always?.
Jim has been a requested speaker at both public and industry meetings. He has hosted over 80 educational seminars discussing a wide array of financial planning topics.
Jim and his wife, Amy, live in St. Charles with their three sons, Drew, Alex, and Will.
Education
- BS (Business Administration & Economics) 1993, Illinois State University Professional Certifications and Designations
- CERTFIED FINANCIAL PLANNER™, CFP®
- Chartered Life Underwriter, CLU
- Chartered Financial Consultant, ChFC
- Life Underwriter Training Council Fellow, LUTCF
- Chartered Retirement Planning Counselor, CRPC