First Point Wealth Management Welcomes James S. De Kruif
First Point is pleased to announce that James S. De Kruif has joined the organization as Business Development Officer of Wealth Management at our West Glen location. Jim is a Sheldon, Iowa native and a Northwestern College graduate with a Bachelor’s Degree in Sociology.
Jim furthered his education at the Kansas-Nebraska School of Banking for Trust. Jim holds certificates in Wealth Management and Financial Planning and is also a trained Ed Slott IRA advisor. In 2017, Jim was recognized by Franklin Templeton as Mid-West Division Senior Advisor Consultant of the year.
Ric Nelson, Investment Representative at First Point, commented, “We are very excited to welcome Jim to First National Bank. Not only will he bring great experience to our team, but he will also be a great educator for our employees and customers who work with him.”
Jim is excited to educate clients on social security, income in retirement, investing and understanding financial markets and investor behavior.
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