Hi there, I’m Jim Dinsmore, CFP®, CLU®, ChFC®, CEPA®
Jim J. Dinsmore, CFP®, CLU®, ChFC®, CEPA® joined Evergreen Wealth Solutions in 2017, and he works with individuals, families, and businesses. As a wealth manager, he learns what is meaningful to his clients now and in the future. Together with the planning resources of Commonwealth Financial Network® and Evergreen, he develops financial plans to best suit each client.
Jim has more than 34 years’ experience in the financial services industry with Liberty Mutual Group as an insurance agent, and he has worked independently as a financial advisor where he helped clients protect and build their assets. He enjoyed a successful career at Liberty Mutual and built long-term relationships with his clients. His leadership helped the Montoursville, Pennsylvania, office win many awards, including Office of the Year, and he enjoyed mentoring other agents throughout the country.
