Jim Herrick

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Jim Herrick joined Savage & Associates in May 2005. His main areas of focus are life insurance, group benefits and investments. His clients include small business owners, wealthy business professionals, recent college graduates and young families.

Experience

After graduating from Miami University in May of 2005, Jim entered the financial services business. He has attained his Ohio life and health insurance license as well as his series 6 and series 7 securities licenses with plans to further his education in the field. His personal and social skills have earned him the loyalty of a diverse client base.

Education

Jim is currently pursuing his Certified Financial Planner (CFP®) designation.

Personal

Jim and his wife, Alison, who wed in May 2007, currently reside in Toledo where both are very active and involved. Alison is employed by Wildwood Athletic Club where her clients inlcude families and small business owners. Jim is very active in coaching football and sits on the Athletic Board of St. Joan of Arc Parish. Jim and Alison look forward to being more involved in the philanthropic aspect of Toledo as they are extremely generous with their time, volunteering and supporting local charities.