Broker Check
Jim  Roessner

Jim Roessner

Team Coordinator

Jim Roessner was born and raised in Langhorne, Pennsylvania. Jim came to Arlington, Virginia to attend Marymount University, where he received his Bachelor's degree in Business and Marketing in 2015.

Through his internship with Aflac, Jim was able to see firsthand many different aspects within the financial services industry, with regards to efficiently managing both benefits that were mandated by law, and those that were not.  It was through his Aflac experience that Jim chose the path to becoming a financial services professional. When learning about Josh Winston's education first philosophy, it made sense to work with the team at The Financial Planning Group, as Team Coordinator. The team believes that there is no greater value than educating individuals about different strategies available to them.

Jim enjoys spending time outside.  He enjoys hiking the back roads of West Virginia with his friends.  Jim also enjoys visiting family members that live anywhere from New York to Phoenix.