Jim Roessner

Jim Roessner serves as Operations Director at Kingstowne Advisors, responsible for team leadership, client management, and business partnership development. In addition, Jim holds the position of Regional Marketing Director at Shirley Luu & Associates, where insights into evolving retirement and savings trends inform strategies for modern financial products. As a Financial Professional with First Financial Security, Jim focuses on providing financial education for retirement planning, utilizing top-rated insurance and investment options. Previous experience includes working as an Aflac Broker and an Agent at MassMutual Capitol District, where Jim supported clients in navigating financial challenges. Jim's career began as an Area Supervisor at Sesame Place. Jim earned a Bachelor of Business Administration in Marketing from Marymount University.