James F. Marshall
Jim is the principal and founder of Spectrum Investment Advisors, which was named the 2019 Ozaukee Economic Development Medium Business of the Year. Jim has over 50 years of experience in the retirement plan industry and built Spectrum Investment Advisors with the core idea of using colors to simplify investing, which he received a patent on in 2010. Jim is a graduate of the University of Wisconsin-Oshkosh with a degree in Economics. He holds the Investment Adviser Representative license (Series 65) and is a member of the National Association of Plan Advisors (NAPA).
Jim is married with two children and lives in Germantown, WI. His wife Peggy is a retired reading specialist, his daughter Cindy has over 15 years' experience in the financial services industry and his son Jon has been in the retirement plan industry with Spectrum since 2003. Outside of work, Jim enjoys golfing, downhill skiing and reading.
The OED Business of the Year program recognizes companies that have seen significant business and job growth over the past five years and are strong community partners.
NAPA was created by and for retirement advisors and is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors.