Newest Team Member- Jim Wahlberg

Bare Wealth Advisors is pleased to announce an addition to our advisory team – Jim Wahlberg.  He brings more than 8 years of industry experience working in the senior market helping clients with knowledge and implementation of Medicare Supplements, Medicare Advantage Plans, and Medicare Prescription Drug plans as well as other insurance planning such as annuities, life insurance, disability, and long-term care.

Jim graduated from Clearwater Christian College in 2002 with a Bachelor’s of Science degree and became a licensed insurance representative in 2007.  Jim lives in Willow Street with his wife and three kids and attends Millersville Bible Church.  His other involvements and hobbies include spending time with family and all things sports and outdoors.

He’ll work alongside the other advisors to bring a more specialized focus with our insurance planning – as well as to add a service of Medicare planning for our clients aged 65 or older.  If you currently are covered under any Medicare Supplement or Medicare Advantage plans – or if you’re just curious to know what options could be available for you at some point – call our Gap office and ask for Jim.

Part of our commitment to fully serve our clients and to help them grow further in aligning their purpose with their wealth, is to provide as many resources as needed to have them focused on the right things.  We’re excited to have Jim on board to fulfill this commitment.