Jim Weinberg grew up in a small farming community in Indiana and went on to college at Indiana University. He graduated with a degree in Finance and went to work for Burroughs Corporation, an information technology company in Chicago. Jim spent 23 years at Burroughs and then Unisys Corporation, the result of the merger with Sperry Univac, working mainly in the area of Financial software/services and management positions. During this time, Jim met his wife Cathy and they were married in 1980. They have raised their 3 daughters in Lisle, IL.
In 2002, Jim decided to leave information technology and pursue a career in the financial services business. In 2011, Jim made the decision to better serve his clients through the independent side of the business and joined the Lisle office of Upstream Investment Partners. Jim’s practice is focused on the individual investor with a concentration on tax, college, retirement and estate planning for multi-generational planning. His mission is to provide personable, knowledgeable advice, and guide his clients through the stressful times in their financial lives.
Jim enjoys playing golf, Chicago sports, and is also involved in home renovation.