C&N has appointed Jim Foote to its Wealth Management team as Retirement Plan Services Department Manager. With more than three decades of experience specializing in corporate retirement plans, Foote brings a wealth of expertise and a track record of success to C&N.

Throughout his career, Foote has seamlessly transitioned more than 1,200 retirement plans, establishing himself as a trusted problem-solver in the field. His approach is characterized by a commitment to enhancing plan efficiency, streamlining administration processes, and tailoring retirement solutions to meet individual needs. Foote possesses a deep understanding of all the intricate components that comprise retirement planning, allowing him to optimize solutions for both businesses and their employees.

Prior to joining C&N, Foote held key roles at reputable financial institutions, including Stonebridge Financial Group, where he focused on serving the Greater Philadelphia area. He also excelled as Vice President of Sales & Marketing at RetireWell Administrators, Inc. and spent 27 years at One America, where he ascended to the position of Regional Sales Director of Retirement Service. His journey in the financial sector commenced as a Retirement Sales Consultant at The Copeland Companies.

Foote earned a bachelor’s degree in Business Management and Marketing from the University of Dayton. He and his wife Yvonne are actively engaged in philanthropy, extending support to several cancer charities and volunteering for their children’s parent-teacher organization at school.

“Jim’s appointment reinforces C&N Wealth Management’s commitment to its relationship-based model, delivering top-tier retirement planning services,” said Matt Bower, C&N’s Chief Wealth Management Officer. “His unparalleled experience and dedication make him a valuable addition to the team.”

With Foote’s leadership in place, C&N is looking forward to strengthening its ability to provide clients with tailored, industry-leading financial solutions.