About our Firm

Here’s our story. We look forward to hearing yours.

Meet the President


Jim Braun President

As the president of Tri-State Retirement, Inc., Jim is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.

Jim got his start in the financial services industry in 2006 as a college student who enjoyed helping others with their financial strategies. Today, he truly enjoys helping clients optimize Social Security, reduce Medicare costs and create retirement income strategies that last as long as they do. Over the years he has met with thousands of individuals and families, helping them design a strategy to make life and retirement better than they ever thought possible.

Jim holds life and health insurance licenses in Indiana, Kentucky and Ohio. He has a bachelor’s degree in business from Northern Kentucky University.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at jimbraun@tristateretirement.com or call us at 859.905.0233 today!


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