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Jim Dietz

Client Care

Jim is an ordained pastor with over forty years of experience helping people walk wisely through life’s transitions and challenges. After undergraduate work, Jim earned his MBTS from Knox Theological Seminary and then served as their Dean of Students. His work as an end-of-life chaplain has given him insight into the importance of preparing for the future. He has guided leadership teams in five states and offered spiritual and financial counsel to those in various transition points of life.

Jim’s work in Client Relationships gives him the opportunity to combine his past experience in caring for people with his current opportunities to address clients’ financial needs as a licensed insurance and annuity agent.

Jim and Becky, a writer and speaker, have been married for 50 years, and their family of four children has expanded to include in-laws and six grandchildren. They live in Pensacola, FL, where they continue to share hospitality with those needing friendship and relational resources.

Let’s Think About Your Retirement Together

It would be our privilege to discuss your financial future. Connect with us to explore how we can make your vision a reality.