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Jim is a principal and consulting actuary in the Dallas office of Milliman. He manages the efforts of the consulting units comprised within the Dallas Employee Benefits practice. Jim joined the firm in 1990.
Experience
With focused expertise in the retirement consulting area, Jim works with employers on the design, implementation, and ongoing administration of a broad range of qualified and nonqualified retirement programs.
Jim's experience extends from traditional retirement plans to hybrid design formats. He emphasizes helping employers tailor their various plans into a smooth, integrated retirement program. His background as an actuary allows him to evaluate the myriad of legal and financial considerations to formulate an optimal solution for each unique situation.
Jim is also highly involved in fostering the growth and development of other consulting competencies, including investment, communication, compliance, and health and welfare consulting. He is motivated to expand the employee benefits expertise provided to clients.
Jim has been an integral participant in the development of Milliman's computer systems. He has served on various national committees within Milliman focused on design and innovation of those systems and other applications software.
Presentations and publications
Jim has spoken and presented to many groups and professional organizations concerning the current methods available to employers to provide optimal retirement programs for their employees.
Education
BA (with highest honors), Economics, University of Texas at Austin, Phi Beta Kappa | 