Your Advisor Services Team

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Contact :

(402) 334-6261

Jim Anderson

Project Manager

Jim brings over 15 years of experience in the financial services industry to his role as a Project Manager. Jim brings a unique perspective to his role with a background in sales, service and management, making his daily goal to provide solutions so that customers have the best experience possible.

Jim received his degree from Iowa State University. Prior to joining Carson Wealth, he held various sales and management positions and most recently held the positions of Application Systems Analyst and Chief Systems Officer, where he led teams integrating solutions for sales and service.

Jim’s family is the key to his success. He has been married to his supportive wife, Sue, for over 32 years and is proud of his children Rob and Kate. He enjoys working in his yard and flowers, riding his bike, grilling and cheering for his Iowa State Cyclones.

Getting to know Jim

Favorite Food: Bread and wine

Favorite quote: “If it can’t be made into a sandwich it’s not worth eating”

If Jim could meet anyone, past or present, it would be: Abraham Lincoln

Favorite Book: Team of Rivals by Doris Kearns Goodwin

Favorite Movies: Outlaw Jose Wales and Young Frankenstein

Favorite Holiday: Thanksgiving

Place Jim would most like to visit: Tuscany region, Italy