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Jim Pilat, AIF®

Jim Pilat, AIF®

Vice President

Jim is passionate about helping individuals, families and businesses define, plan for and pursue their financial goals.  He looks to help those just beginning their career, close to retirement or going through a life altering situation like loss of a spouse or divorce.  Jim is a graduate of Olivet Nazarene University with a major in business administration -- marketing and management. He holds his a FINRA series 7 and 66 securities licenses as well as life and health insurance licenses.  

Jim and his wife Emily, were married in 2003 and reside in Novi with their 3 children.  Jim is involved as a coach for his children's sports teams and is an active member at Hilltop Church in Northville.  He is also involved with local charities as the former treasurer for The Heart of a Child and as a board member and treasurer for New Hope Center for Grief Support.