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Jim Roberson
Principal

Jim Roberson is a Principal of TRC Financial, a full service life insurance firm that specializes in the analysis, design, and implementation of insurance policies for entrepreneurs, corporations and affluent families. He was formerly an Associate in the Los Angeles office of Mullin TBG, a national benefit consulting firm, which is one of the founding firms of the M Financial Group. Jim was responsible for the design and life insurance funding of benefit plans that focused on wealth accumulation and retirement for high-income executives.

Jim received a Bachelor of Science degree in Business, with an emphasis in Finance, from the University of Southern California. He is active with Trojan Athletic Fund, USC Marshall School of Business, USC Parent Leadership Circle, and Viterbi School of Engineering for the University of Southern California, and is involved with alumni activities of Sigma Alpha Epsilon Fraternity. Jim is the co-founder of Drawloop Technologies, Inc. (acquired by Nintex), served on the boards of FCA South Orange County, GradeHub, Inc., SoCal Lacrosse, and Tesoro Lacrosse, and is a member of the USC Marshall Master of Business for Veterans Board of Counselors.

Jim and his wife Aimee have three adult children, enjoy skiing, and family time together.

jroberson@trcfinancial.com

(949) 509-2940, ext. 224

CA License #0B40789

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