Elkhart, IN

NMLSR# 689783

[email protected]

office: 574 293-4099

mobile: 574 238-0658

 

Jim Story, Assistant Vice President and Private Banker, has over 26 years of experience in banking. He specializes in providing strategic credit and depository solutions for busy professionals and high-net-worth individuals and their families. Jim helps his clients with convenient, personal and accessible service, and he is equipped to assist with managing cash flow and debt, managing known and potential risks, financial planning for education, retirement and life events, executing business plans, and building a legacy plan for future generations.

A graduate of Manchester College, Jim is heavily invested in the community. He currently serves as a Board member and classroom volunteer for Junior Achievement helps with the United Way, is the Treasurer for the Elkhart Noon Rotary Club and is Jim Story, Assistant Vice President and Private Banker, has over 26 years of experience in banking. He specializes in providing strategic credit and depository solutions for busy professionals and high-net-worth individuals and their families. Jim helps his clients with convenient, personal and accessible service, and he is equipped to assist with managing cash flow and debt, managing known and potential risks, financial planning for education, retirement and life events, executing business plans, and building a legacy plan for future generations.

A graduate of Manchester College, Jim is heavily invested in the community. He currently serves as a Board member and classroom volunteer for Junior Achievement helps with the United Way, is the Treasurer for the Elkhart Noon Rotary Club and is active in his church as a Sunday School Teacher and Life Group Leader. He and his wife enjoy spending time with their children and being a part of their extra-curricular activities.