Jim Foote has spent more than three decades working with corporate retirement plans and assisted with the transition of more than 1,200 retirement plans in his career. Jim sees his role as a problem solver. From figuring out how help to make plans more efficient to looking for ways to ease their administration to tailoring aspects of a plan to individual's needs, he understands all the moving parts and how to bring them together to benefit a company and its employees.
Prior to joining C&N, he worked at Stonebridge Financial Group, focusing on the greater Philadelphia area. He also held positions as Vice President - Sales & Marketing at RetireWell Administrators, Inc, and spent 27 years at One America, where he rose to Regional Sales Director - Retirment Service. He began his career as a Retirement Sales Consultant at the Copeland Companies.
Jim graduated from the University of Dayton with a bachelor's degree in business management and marketing. He and his wife, Yvonne, have a son, Nolan and a daughter, Presley. In his spare time, Jim coaches Presley's travel softball team. Off the diamond, he enjoys traveling with his family and rooting for all of the Philadelphi's pro sports teams. Jim and Yvonne have given financial support to a number of cancer charities as well as volunteering for their children's parent-teacher organization at school.