Jim Zidd's recent addition to the EmVision Capital Advisors team as a Wealth Advisor is part of our strategic initiative to enhance the support and services we offer to advisors planning their retirement transitions.

"After extensive discussions with Michael about our shared values and business ethics, I felt that joining EmVision was the perfect decision for the future of my clients and the legacy of my practice," said Jim Zidd. "It’s important to me that my family and my clients are well taken care of even after I retire."

EmVision’s Commitment to Seamless Advisor Transitions

EmVision recognizes that each advisor has unique skills, ambitions, and requirements. Jim's extensive background in health and group benefits is particularly valuable in broadening the resources available through EmVision.

"One of our primary goals is to empower our advisors to reach their goals and provide them with the resources needed to support and transition their clients," said Michael Embrescia, Wealth Advisor, President, and CEO, EmVision. "Jim’s expertise enhances our collective ability to offer comprehensive support to advisors considering retirement." 

In his role, Jim will continue to assist his clients in planning and achieving their financial goals, which can include:

• Employee benefit plan assessments
• Evaluations of group benefits providers and carriers
• Selection of optimal service providers based on client needs
• Recommendations for tailored coverage solutions

"Joining EmVision opens up access to a wealth of knowledge and resources, allowing me to offer even better options to my clients while ensuring a smooth transition of my portfolio when the time comes to retire," added Jim.

Background and Personal Life

With over 40 years of experience and a client base of 200, Jim’s career began at Blue Shield and continued through significant industry milestones, including the Blue Cross Blue Shield merger. He later founded his own practice focused on group health, life, and financial services.

Jim lives in Hinckley with his wife. He has two daughters, one in the group benefits field and the other a civil engineer. Outside of work, he enjoys home improvement projects, golfing, and family time.

Learn more about Jim Zidd.

Explore Opportunities with EmVision

For advisors looking into retirement planning or seeking to ensure their clients are in capable hands, EmVision offers tailored support. Our services include wealth management, retirement planning, estate planning, family planning, insurance planning, and more.

Contact us to discover how we can assist you in planning for a secure and prosperous future.

Johnathon Opet, CFP®, is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. ​Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.