With more than three decades of experience, David has been an award-winning leader, advisor, author, trainer, and recruiter. His dedication to the industry led him to serve as President of the local chapters of the National Association of Insurance & Financial Advisors in both Dallas and St. Louis. He taught students for more than a decade in his role as Life Underwriting Training Counselor (LUTC) Moderator and also served as LUTC Director for North Texas. In his role as Continuing Education Chair for NAIFA-Dallas, David founded the popular regional education event, Race for CE.
In 2008, David was named NAIFA-Dallas Advisor of the Year for his dedication to his clients, the industry, and its advisors. Through the practice management systems he developed in marketing and training, he has helped hundreds of financial professionals build meaningful careers. David’s systems are now used in firms across the United States and internationally.
David’s article titled “Priority Management for Advisors” was the recipient of the prestigious GAMA Editor’s Choice Award in 2010. His article, “Lead Factory,” was featured in the January 2012 edition of GAMA International Journal and has been reprinted numerous times. David continues to advise his clients, write, and speak on various local and national platforms.
David and his wife, Christine, have 6 children collectively and 3 grandchildren. They enjoy time together in their hobbies of collecting antiques, records, and art.
New York Life's Partner of the Year (multi-time recipient), Gathering of Eagles Award, Excellence in Recruiting and Ring of Honor. Penn Mutual’s Award of Excellence, and Modern Woodmen of America’s District Manager Round Table (multi-time recipient). As a leader, he received the GAMA International Frontline Leader Award (multi-time recipient) and the International Management Award-Platinum (multi-time recipient).
James Tatum Financial - Empowering Women for Financial Freedom
James Tatum has built a successful practice by becoming a valuable resource for women as they strive to live financially independent and secure their retirement. He empowers his clients to take control by sharing valuable knowledge, strategies, and resources that protect families, their assets, and their legacy. James is pleased to provide comprehensive insurance coverage for your personal needs, from the first-time buyer to the retiree that wants to relax and enjoy their golden years. His goal and true mission is to make sure that women truly understand How Money Really Works. Helping them enjoy their wealth today, while minimizing fears of running out of money later.
Community Involvement, Past & Present
James has 5 children, 3 grandchildren of which 1 is a NBA Star, 1 great grandchild and a four-legged champion who goes by the name of Snoopy. A resident of St. Louis, James loves to play golf, travel and eat.
Jennifer Papin is a financial professional who has a passion for working with both families and small business owners as they build and maintain their insurance portfolios. Working extensively in the areas of Life Insurance, Long Term Care, Medicare, and Disability Insurance, she also helps her clients develop tax favored retirement solutions that can provide lifelong income in retirement.
Jennifer is native to St. Louis and proudly served her country in the United States Air Force. After returning to the Midwest to earn a bachelor’s degree in International Business from Saint Louis University, she decided to pursue her passion for helping others, which led her towards the financial industry.
When she isn’t working, Jennifer enjoys spending time with her wife, Trish, and their 3 dogs. They enjoy their time together playing in the outdoors, whether it be camping, hiking, or just going for a walk.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.