James Stefanski, MBA
Senior Client Services Associate
Jim Stefanski specializes in assisting our advisors as they develop distribution strategies for retirement, estate planning, corporate retirement plans, and business exit planning.
Jim strongly values openness and honesty and has a genuine concern for the welfare of those individuals, families, and businesses that place their trust in him.
"I truly enjoy working with people who are committed to assessing their financial future and implementing plans to work towards their objectives," explains Jim.
Jim has been providing a broad and diversified range of financial services to clients throughout Livingston and Oakland counties since 1993.
Jim is a Senior Client Services Associate with LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Jim is also licensed in life, disability, health, and long term care. He attained his BS degree from Central Michigan University, Mt Pleasant, Michigan, and his MBA degree from Michigan State University, East Lansing, Michigan.
Jim lived in Livingston County for over 30 years and has served the community through the Howell Chamber of Commerce, Brighton Chamber of Commerce, Livingston Sunrise Rotary, Community Foundation for Southeast Michigan - Livingston, City of Howell Planning Commission and other city appointments.