Jim Stigman
Financial Services
Hi, I'm Jim Stigman. Welcome to my profile!
Jim Stigman's Bio:
The Why
Jim Stigman has a primary theme in his life: he keeps innovation high on the agenda, challenging others to create the exceptional. Whether he's raising support for a great cause, leading a team (staff, volunteers, his family), advising a business owner, or educating a client, he is passionate about producing the greatest results for those he serves.
Jim's unique ability is engaging others in a forward-thinking experience that fosters greater margin in all areas of their lives (financial, relational, emotional, spiritual). Jim simplifies the complex, demonstrates passion, builds confidence, instills clarity, listens intently, and motivates fully. He inspires action and change, improves results, and provides excellent experiences, all with the goal of making a positive difference in the lives of others.
The What
Jim's life theme resonates throughout his life experiences. Here are few examples:
As the lead advancement officer for an entrepreneurial, inner-city school, he leads a team of staff and volunteers dedicated to providing funding for a remarkable solution to the inner-city education crisis.
As a financial strategist, he introduces highly compensated business owners to strategies that can significantly reduce their taxable income, and helps families and individuals minimize wealth transfers and maximize the power of compound interest.
As head of a wealth management firm, he built a unique-ability team focused on helping clients attain greater passion for life in retirement, retirement income confidence, and significance through legacy planning.
As a volunteer, he lead several teams of hikers to the tops of fourteen thousand foot mountains to raise support and awareness for girls and women facing life challenges.
As an advancement officer for a major regional university, Jim lead a team of staff and volunteers to increase volunteer involvement by 500%, increased alumni event attendance six-fold, and dramatically increased giving (64% in just first six months; within first year, increased alumni participation in annual fund by 55%, annual unrestricted giving 21%, restricted giving by 14%, and exceeded annual fund goal by $600,000).
In the role of policy advisor and administrative aide to the mayor of a regional hub city, he initiated a variety of initiatives to expand business, promote tourism, decrease violence, and engage citizens in impacting local government.
As a college student, he was elected student governement president and was honored as one of 30 students of the 16,000 undergraduate students awarded the Excellence in Leadership Award. He was also selected to represent all Minnesota state university students in state and national legislative affairs, and all state and private school students in state legislative issues.
What They Say...
"When there is so much uncertainty in the world today, Jim Stigman has the knowledge and tools to assist the average working person in developing lifetime strategies for financial stability. Jim can help you use your assets to the fullest potential! Highly recommended!" -Marsha and Mike
"We’ve really enjoyed our discussions with Jim. He truly took the time to understand our unique scenario and worked with us to uncover our family and business objectives. We learned that we were doing several things that would hurt us in the long run. Our discussions with Jim, and our new course of action, have put us on track..." -Jon and Jen
"Jim is the kind of person we all wish we would have the privilege of working with. He is genuine and truly cares about his clients. His does business with integrity and is committed to bringing real life solutions." -Byron
Jim Stigman's Experience:
-
Head of Institutional Advancement at Hope Academy, Inc.
December 2014 - Present | Minneapolis
Member of collaborative senior leadership team providing oversight and leadership of a classical, inner-city, Christian academy serving 475 K-12 students and their families. Lead six-member development and external communication team. Cultivate and secure annual operating, capital campaign, and endowment-related funds. Oversee execution of a cycle of events (monthly tours, annual gala, bi-annual major donor meetings, as well as other events) intended to grow and sustain support for the school. Primary focus is growing and sustaining financial partners so that low income families can access to a remarkable, God-centered education.
-
President at TruMoney Designs
2009 - Present
If what you thought was true about money turned out not to be true, when would you want to know about it?
Engage in a 5-step proprietary process designed to bring greater clarity in all areas of your life.
-
President and Co-Founder at Summit Strategy Group, Inc.
September 2001 - November 2010
Retirement planning, income specialist, accumulation planning, college planning, investments, insurance.
-
Director of Alumni Relations/Director of Annual Giving at St. Cloud State University
1996 - 2001
Development, event management, affinity programs, networking, athletic events
-
Aide to Mayor at City of St. Cloud
1992 - 1996
Policy advisor and implementor for Mayor. Created public and public/private initiatives to advance Mayor's platform.
-
Government Relations Assistant at League of Minnesota Cities
1991 - 1992
Jim Stigman's Education:
Jim Stigman's Interests & Activities:
Intentional living, family driven faith, financial integrity, freedom, compassion, creativity, dependence on God.