Jim Stein, AIF®, CRPS® 

Business Development Coordinator

Jim joined Vermillion in 2014 and plays a key role in introducing individuals and business owners to the firm’s services. As one of the first points of contact, he takes the time to understand what prospective clients are seeking in a financial advisor and helps connect them with the Vermillion advisor best suited to their needs.

Additionally, Jim develops relationships with other professionals, such as attorneys and CPAs, whose services complement Vermillion’s. He also leads Vermillion’s summer intern program, as well as assists advisors working in our employer sponsored retirement plan department.

Originally from Wisconsin, Jim is a graduate of the University of Wisconsin–Madison and a lifelong Green Bay Packers fan. Outside of work, he enjoys spending time with his family and staying active as a runner and former triathlete, having previously completed two Ironman’s.