Senior Business Advisor, Retirement Specialist
As a senior retirement business advisor, Jim Pauli works closely with business clients to support the management and administration of their retirement plans, including plan design, fiduciary reviews, and participant engagement. Jim joined Alerus in April 2014 and has more than 25 years of experience in the financial industry, specializing in retirement services.
Jim holds Chartered Retirement Plan Specialist and Chartered Retirement Planning Counselor designations and a bachelor’s degree in communications from Albion College in Albion, Michigan. He lives in West Bloomfield, Michigan.