Jim Heilgeist has been in financial services for more than 20 years, originally in New York, and since 2007, in the Chicago area. Focusing primarily on retirement analysis, estate strategies, insurance, and financial programs for small business owners, he brings a depth of product knowledge and experience to the firm. Jim uses his expertise to help individuals, families and business professionals reach their financial goals.
Jim grew up in Washington State, he excelled in baseball, was drafted by the Montreal Expos, and played two years of minor league ball, before beginning his career in the financial industry. He holds a Bachelor of Business Administration in Finance and Business Management, from Seattle Pacific University.
Jim Heilgeist is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Illinois. He is also insurance-licensed in Illinois.