Since 1995, Jim Dischert has specialized in assisting business owners, affluent families, and individuals in addressing the long-term financial and retirement planning issues they face. In 2006, he founded Three Sixty Wealth Management, determined to provide a superior level of commitment, dedication, and service to his clients.
The advice he provides is focused on a philosophy of sound and conservative principles that utilize a wide variety of financial products and services, with a focus on cost-efficient portfolios, asset distribution, and wealth preservation.
Jim is an Investment Advisor Representative holding the appropriate registration with the Securities and Exchange Commission (SEC). He is a fully licensed Insurance Producer in the state of Illinois and holds his Life/Health and Property/Casualty licenses. Jim has also attained his Registered Financial Consultant (RFC) designation and is currently finishing his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College. For three consecutive years in 2014, 2015, and 2016, Jim was named a Five Star Wealth Manager Award Winner* and was also highlighted as a featured Financial Leader in Chicago by Forbes Magazine in 2013.
In addition to spending quality time with his family, Jim enjoys a competitive round of golf and loves coaching in the local JFL program. Like most of you, Jim has a very active home life. He and his wife, Susan, have three busy children: Kenna, Tyler, and Benjamin. Their family is active in their church and volunteers for several local charities and schools.
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Investment advisory services offered through Three Sixty Wealth Management, LLC, a Registered Investment Advisor.
Click here to seeJim's Five Star Award Profile
* The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a Registered Investment Advisor or a Registered Investment Advisor representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 8,161 Chicago wealth managers were considered for the award; 744 (10 percent of candidates) were named 2014 Five Star Wealth Mangers.
Jason A. Marion serves as a Wealth Advisor and Design Consultant at Three Sixty Wealth Management, helping clients to become informed of potential planning inefficiencies and effectively navigate solutions to elevate and execute their wealth and estate planning objectives. He is deeply passionate on educating clients on collectively chosen concepts to help them make confident decisions regarding the strategy and tools that are applied to their financial plans.
Jason has a Bachelor’s degree in Finance, Insurance and Economics from Illinois State University and is a Hall of Fame honoree and Young Leader Award recipient from ISU’s Katie School of Insurance and Risk Management. Jason started his career in the consulting industry nearly 20 years ago and is now honored to serve high-net worth and ultra-high-net worth individuals, as well as family-controlled privately held companies. He has been a party to some very complicated advantageous tax, wealth accumulation, and distribution designs over the years, and is particularly proficient in identifying previously unknown and looming tax matters, as well as dormant estate and/or business succession plans that need preventative planning to properly maximize wealth and legacy transfer objectives.
Outside of the office, Jason enjoys biking and spending time with friends and family.
The Juggling Act: Bringing Balance to Your Faith, Family, and Work by Pat Gelsinger
What is something interesting that many people may not know about you?
I am a twin.
What is the most unusual thing you have on your bucket list?
Not having a bucket list. Do not put off until tomorrow what can be done today.
Logan Spaw, MBA, AWMA® serves as a Wealth Advisor at Three Sixty Wealth Management, helping bring clarity and confidence to his clients while simplifying their financial world. Logan has spent the majority of his career in client-facing, service roles and has been in the financial services industry for almost a decade. His main focus is on earning his clients’ trust so he can better understand their situation, goals, and dreams.
Logan has a Bachelor’s in Finance Management and Investments from the University of Arkansas and an MBA from the University of Central Arkansas. He also has attained his Accredited Wealth Management AdvisorSM (AWMA®) designation from the College for Financial Planning. In addition to serving clients, he loves nerding out on numbers, spreadsheets, and problem solving.
Outside of the office, Logan likes to be outdoors – hiking, riding bikes, playing sports, going to the lake, working out, traveling, and spending time with family and friends. He and his wife, Tara, have three boys – Parker, Bennett, and Jack Fisher – as well as an Ivory English Cream Golden Retriever named Marcus. Most of his free time is spent chasing after his boys and being actively involved in their activities, including basketball, baseball, competitive dance, and scouts.
What unique talent/interest do you have outside of the office?
Landscaping – my first major in college was landscape architecture and I still enjoy landscaping to this day.
Favorite quotes or life mottos?
“Whether you think you can or you think you can’t, you’re right.” – Henry Ford
Life is not a timeline – life is a pie chart, divided into time you control and time controlled by others. The goal is to gradually shrink the time controlled by others.
Andrea Wallace serves as Administrative Assistant at Three Sixty Wealth Management, helping clients get answers to any questions they may have and also connecting them with technology solutions regarding their accounts. She always strives to exceed client expectations and over-deliver when solving any issues that may arise.
Andrea obtained her real estate license in 2001 and has had a varied career, working as a realtor for 18 years, as an assistant for a real estate attorney, as a loan processor, in the business office at a hospital, and even owning and operating her own fitness gym.
Outside of the office, Andrea enjoys playing pickleball, riding her bike, taking long walks with family members, and seeing live music. She also loves to dance and sing karaoke. She has three children and four stepchildren and enjoys attending lots of after-school activities. She also has a 4-year-old Shih Tzu named Nahla who makes her laugh every day!
Recommendations on interesting media?
Reading weekly market updates, listening to how-to podcasts, and watching Marvel movies.
I like to remind myself when I’m in a hurry and not where I think I should be that “God has me right where he wants me.”
Another motto that I learned in 8th grade from my English teacher that I love to remind my children is “Excuses only satisfy those who make them.”
Do you have any interesting goals for how you’d like to spend your retirement years?
I dream of living someplace warm and seeing palm trees everyday (like Florida) or somewhere scenic (like Colorado).
I’m from Indiana and would love to drive an Indy car really fast someday!
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