Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa
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Request an IntroductionDue to vesting schedules, your 401(k) match might not be yours immediately. Understanding these terms is crucial for maximizing your benefits. Jim Trujillo shares key insights in the MarketWatch article “Your 401(k) Match Might Not be Yours — Yet,” highlighting the importance of strategic vesting schedules for talent retention.
Jim is a Principal in the Louisville office, where he advises clients on retirement plans. He is responsible for creating an experience that will lead to engagement by participants and result in improved plan health and personal financial wellness.
Prior to joining Cerity Partners, Jim served as a Senior Retirement Plan Advisor at ARGI Financial Group, where he helped companies enhance their retirement plan offerings. Earlier in his career, he worked as an Applied Behavior Analysis therapist with children who had special needs. It was in this role where he cultivated his passion for creating and implementing plans for people that could change their lives.
As a father of two young boys, Jim’s main interest is creating memories with his family. His personal hobby is competing in triathlons, with his greatest accomplishment completing a Full Ironman in 2022.
Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.
Principal & Client Experience Director
Principal & Client Experience Director
Schedule a complimentary introductory meeting now:
This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.
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Principal & Client Experience Director
Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.
We look forward to connecting with you soon.
Joshua Norman and Jason Hill
James Lebenthal
Partner & Chief Market Strategist
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