Jim Roberson is a Principal at TRC Financial, a full-service life insurance firm specializing in the analysis, design, placement, and management of insurance strategies for entrepreneurs, corporations, and affluent families. Prior to TRC Financial, Jim was an Associate in the Los Angeles office of Mullin TBG, a founding firm of M Financial Group. There, he focused on the design and life insurance funding of executive benefit plans aimed at wealth accumulation and retirement planning for high-income individuals.

​

Jim earned a Bachelor of Science in Business with an emphasis in Finance from the University of Southern California. He remains an active USC alumnus, involved with the Trojan Athletic Fund, USC Marshall School of Business, Viterbi School of Engineering, the USC Parent Leadership Circle, and Sigma Alpha Epsilon Fraternity.

​

He is the co-founder of Drawloop Technologies, Inc. (acquired by Nintex), and has served on the boards of Drawloop Technologies, FCA South Orange County, GradeHub, SoCal Lacrosse, and Tesoro Lacrosse. Jim is a member of the USC Marshall Master of Business for Veterans Executive Partners, the Parents Association at the University of Tennessee, Knoxville, and Finseca.

​

Jim and his wife, Aimee, have three adult children and two grandchildren. They enjoy skiing and spending time together as a family.