Firm Expands Service Area to Greater Philadelphia and Beyond
Stonebridge Financial Group, LLC, recently named one of the Best Places to Work in PA 2022 by Central Penn Business Journal,* is proud to welcome Jim Foote, CRPS®, as a Senior Corporate Retirement Plan Specialist.
Foote has spent more than three decades in the financial industry, building a vast network of contacts. His impressive knowledge and understanding of corporate retirement plans allow him to solve problems proactively for clients.
“I’m excited to bring my expertise to a new area of the industry. I eat, drink and sleep retirement plans and have done so for 32 years. I know all the moving parts of the process, and I enjoy figuring out what people need for their plans to prosper,” Foote said.
His addition will continue the recent expansion of Stonebridge’s services to the eastern part of Pennsylvania. Last year, the firm opened an office in Lancaster in addition to its Wormleysburg location. Foote will move Stonebridge’s presence further east as he works with clients in the greater Philadelphia area and beyond, including Montgomery, Delaware, Bucks and Chester counties, as well as southern New Jersey.
“Jim has a unique understanding of the retirement plan marketplace,” said Jeff Kline, C(k)P®, CRPS®, AIF®, Director – Corporate Retirement Plan Services at Stonebridge. “He has an impressive network of connections honed through years of providing top-notch service, and he grasps our firm’s team-first mindset perfectly.”
Foote brings a wealth of experience to his new position. He most recently worked as Vice President-Sales & Marketing at RetireWell Administrators, Inc. Prior to that, he spent more than 25 years at OneAmerica, where he rose to Regional Sales Director-Retirement Service.
A graduate of the University of Dayton, Foote began his career as a Retirement Sales Consultant at The Copeland Companies. In his spare time, Foote serves as a travel softball coach and supports a number of nonprofits, including several raising money for cancer research.
“The people at Stonebridge are the best. Everyone has been so welcoming. I appreciate how they all pull for each other to succeed. I’m excited to develop my practice with the team’s support,” Foote said.
Foote becomes the seventh new hire at Stonebridge in the past two years as the firm continues to grow. Stonebridge currently has more than $1 billion assets under management.
* Disclosure-Eligibility Criteria for CPBJ Best Places to Work Award: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is not indicative of future investment performance and may not be representative of individual clients’ experience.