Jim Hageney
Jim Hageney
Practice Leader | Retirement & Wealth
Biography
Jim has worked in the Retirement field for more than 27 years and has been with Marsh McClennan Agency (MMA) since 2006. He currently leads the Retirement & Wealth Department.
Full Biography
Jim is a Principal and Co-Founder of our Retirement department, formerly known as Centurion Asset Management, LLC and Centurion Benefits, LLC, where he spent 15 years providing asset management and financial planning services to individual and institutional clients.
Prior to MMA, Jim also co-founded Sterling Investment Advisor Ltd., offering retirement plan consulting, advisory services, and wealth management to individual and corporate clients.
Throughout his professional experience, Jim has received many awards including, 401 Top Retirement Advisors, 2017 DC Industry Leaders, 2017 Top 100 Retirement Plan Advisers, 2017 Top Defined Contributors (DC) Advisor Teams, and Spark Advisor Award in Plan Design and Administration Innovation.
He is a member of the Financial Industry Regulatory Authority (FINRA) and the National Association of Plan Advisors (NAPA).
Learn more about Retirement & Wealth
Our team of experienced, retirement plan professionals utilize our CEFEX® Certified fiduciary process, proprietary investment monitoring system, and employee communication program to help you mitigate plan sponsor risk, keep your plan compliant, enhance investment options and improve retirement outcomes for your employees.
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