Read more about Jim
Jim is based in Washington, DC and handles Mid-Atlantic based clients with Silver Rock Partners. He has more than three decades of highly specialized experience as not only a seasoned financial planner, but also as an accomplished manager spanning a broad spectrum of financial services. Jim’s expertise focuses on business succession planning, estate and legacy planning and executive benefit strategies for affluent clients. Clients in search of tax efficient planning, the best possible underwriting classification for life insurance, and impeccable personal service consistently turn to Jim for guidance and assistance.
Perhaps most notable is Jim’s holistic approach to solving complex and diverse business planning challenges. He is well versed in guiding and assisting clients who hold ownership in closely held entities and family businesses in navigating through the valuation process as well as with the transfer of control and wealth. Tailoring unique and custom solutions for clients is what Jim is known for throughout the industry and among his peers.
Jim’s extensive experience includes having served as the General Agent for The Washington Group of MassMutual Financial. He managed, maintained, and was responsible for overseeing a substantial financial services practice located in Bethesda, Maryland. Serving well over 30,000 policyholders and clients, the practice worked in unison with dozens of career agents and more than 1,000 brokers affiliated with its related organization, Mid-Atlantic Brokerage. Prior to this Mr. Van Eperen also was a Registered Representative for more than 12 years with New England Financial in Boston where he served as a highly successful sales manager.
In addition, he is a board member of Washington, DC’s Board Of Trade. Other affiliations include the General Agents and Managers Association (GAMA), Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, Association for Advanced Life Underwriting, and The Breakfast Club of Northern Virginia. He has also been associated with the Montgomery County and the Bethesda-Chevy Chase Chambers of Commerce. Jim is a graduate of Lawrence University and holds a degree in Government and Economics.