Jim has 25 years of experience in the financial services industry and during that time he has been part of a team that has helped clients reach and maintain their financial goals. Jim serves as the head of operations at Bilger Financial Group, working to ensure that each client experiences outstanding customer service. He also works closely with Eric to see that clients are on track to meet their stated goals and he is hands-on to confirm all customer service needs are being met once plans are put into place. Jim also plans all the unique client events designed to stay in touch with clients and keep them educated about what is going on in the financial world. 

Although Mike is the newest member of our team, he is certainly not a stranger to the financial service business. Mike has an extensive background in the helping clients with their financial needs over the last 20 years and we are proud to have him act as our client relationship manager. Mike helps clients set up new accounts, services their existing account needs, answers their questions and helps ensure they receive an outstanding customer service experience when working with us. Mike is friendly, patient, knowledgeable and ready to help answer your questions every step of the way.