James Milhollan

James Milhollan

Partner

James Milhollan has spent over 35 years working with corporations and individuals in the areas of employee benefits, retirement planning and life insurance planning.

Jim and Michael began working together in 1989 and have been partners in a number of companies, including HR Solutions, Bespoke Healthcare, and Bespoke Retirement Advisors.  

He has extensive knowledge in helping companies and their employees maximize the value of their employee benefit plans and their qualified and nonqualified retirement plans.

Jim has a passion for helping clients plan for healthcare costs in retirement including the cost of Long-Term Care.   He is an expert in designing life insurance plans that protect against unforeseen events while also creating potential tax-free income streams in retirement. 

Jim is a graduate of James Madison University. He lives in Littleton, Colorado with his wife Lori and has two children who also call Colorado home.