Our Qualifications

We have been working with individuals and businesses in the area for several years.

Each of our agents has extensive personal and professional experience.

Many hold various professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.


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.


  • BS (Business Administration & Economics) 1993, Illinois State University Professional Certifications and Designations


  • Chartered Life Underwriter, CLU

  • Chartered Financial Consultant, ChFC

  • Life Underwriter Training Council Fellow, LUTCF

  • Chartered Retirement Planning Counselor, CRPC