Regional President, Southwest
2700 Post Oak Blvd, 25th Floor
Houston, TX 77056
Jim is responsible for the executive management and leadership of EPIC’s operations in the Southwestern United States, including the execution of strategic initiatives, business acquisitions, business development, client satisfaction, growth and retention, as well as recruiting activities. Jim is also a member of EPIC’s Operating Committee.
With over 30 years of experience in the design, communication, administration and funding of employee benefit plans for startups to Fortune 1000s, Jim is well versed in the many facets of human resources. His expertise in ERISA and regulatory compliance, retirement and post-employment benefits, employee communications and plan administration has allowed him to create strategy and consult on group health and welfare plans, self-funded and VEBA trust funded plans and other managed care health arrangements. He helps manage the firm’s strategic direction, provides his team the insight and guidance needed to develop creative solutions that anticipate emerging client needs, and oversees client engagement for the Region.
He is actively involved with community and global business leaders, working with them in various capacities to understand their business objectives and human capital concerns. Additionally, he regularly speaks at national and local energy, human resources and executive leadership events and conferences and is frequently quoted in the Houston Chronicle, Houston Business Journal, Business Insurance and Market News.
Prior to joining EPIC, Jim served as the founder, CEO and Chief Client Officer for Ascende, Inc., an employee benefits consulting firm he founded in 1994.
Jim is a graduate of the Boston University School of Management, where he received a Bachelor of Science in business administration.
He currently serves as Treasurer of the Worldwide Broker Network (WBN), and will become its’ Chairman in 2017. He formerly served on a number of board’s including Empyrean Benefit Solutions, Inc., Curing Children’s Cancer Fund, the ESCAPE Family Resource Center and Texas Children’s Hospital Cancer Research Center.
Outside of work, Jim enjoys spending time with his family and friends, quail hunting, and traveling.