James L. Stoddard, Jr (Jim) has been a financial services professional since 1993. He has worked in many different capacities but developed a niche in managing new business ventures.  He has created and led several successful organizations, including two money management firms, a life insurance agency, an international reinsurance company, and a Chinese insurance agency.  During his tenure as a life insurance executive, Jim played a key role in the implementation and distribution of one of the country’s first Indexed Universal Life insurance products.  

Jeff’s journey started from humble beginnings in Chicago, Illinois. He came from a middle class working family that struggled financially, as most families in America do today. Driven by the motivation to avoid pain caused by finances, Jeff set out to make his own way and pursue his dreams. But Jeff hit a point where he had a negative net worth. He built up debt to a level that made him feel as though he had no way out.

Little money, almost losing his home and the struggle to find work in the construction industry marked the early years for Holm and his wife, Lisa. But when he discovered the financial services industry while he was in college, he began helping families build financial futures, and that’s when his own family’s fortunes turned around.