Senior Corporate Retirement Plan Specialist

Jim Foote, CRPS®, has spent more than three decades working with corporate retirement plans, transitioning more than 1,200 retirement plans in his career. Jim sees his role as a problem solver. From figuring out how to make plans more efficient to looking for ways to ease their administration to tailoring aspects of a plan to individuals’ needs, he understands all the moving parts and how to bring them together to benefit a company and its employees.

Jim joined Stonebridge Financial Group as a Senior Corporate Retirement Plan Specialist in fall 2022, focusing on the greater Philadelphia area. He previously worked as Vice President-Sales & Marketing at RetireWell Administrators, Inc. Before that, he spent 27 years at One America, where he rose to Regional Sales Director-Retirement Service. He began his career as a Retirement Sales Consultant at The Copeland Companies.

Jim graduated from the University of Dayton with a bachelor’s degree in business management and marketing. He and his wife, Yvonne, have a son, Nolan, and a daughter, Presley. In his spare time, Jim coaches Presley’s travel softball team. Off the diamond, he enjoys traveling with his family and rooting for all of Philadelphia’s pro sports teams. Jim and Yvonne have given financial support to a number of cancer charities as well as volunteering for their children’s parent-teacher organization at school.