Press Releases

Jim Foote C&N Retirement Plan Services  Department Manager

DOYLESTOWN, PA – C&N Wealth Management (Citizens & Northern Corporation, NASDAQ: CZNC), proudly announces the appointment of Jim Foote, CRPS® to its Wealth Management team as Retirement Plan Services Department Manager. With over three decades of experience specializing in corporate retirement plans, Jim Foote brings a wealth of expertise and a track record of success to C&N.

Throughout his career, Jim Foote has seamlessly transitioned more than 1,200 retirement plans, establishing himself as a trusted problem solver in the field. His approach is characterized by a commitment to enhancing plan efficiency, streamlining administration processes, and tailoring retirement solutions to meet individual needs. Jim possesses a deep understanding of all the intricate components that comprise retirement planning, allowing him to optimize solutions for both businesses and their employees.

Prior to joining C&N Wealth Management, Jim held key roles at reputable financial, including Stonebridge Financial Group, where he focused on serving the greater Philadelphia area. He also excelled as Vice President - Sales & Marketing at RetireWell Administrators, Inc. and spent an impressive 27 years at One America, where he ascended to the position of Regional Sales Director – Retirement Service. His journey in the financial sector commenced as a Retirement Sales Consultant at The Copeland Companies.

Jim Foote is a distinguished alumnus of the University of Dayton, holding a bachelor's degree in business management and marketing. Beyond his professional accomplishments, Jim is a devoted family man, sharing his life with his wife, Yvonne, and their two children, Nolan and Presley. In his leisure time, he generously devotes his energy to coaching Presley's travel softball team. Away from the diamond, Jim is an avid traveler with his family and an unwavering supporter of Philadelphia's professional sports teams. Additionally, Jim and Yvonne are actively engaged in philanthropy, extending support to several cancer charities and volunteering for their children's parent-teacher organization at school.

Matt Bower, EVP/Chief Wealth Management Officer, adds, “Jim’s appointment reinforces C&N Wealth Management's commitment to its relationship-based model, delivering top-tier retirement planning services. His unparalleled experience and dedication make him a valuable addition to the team.”

With Jim Foote’s leadership in place, C&N looks forward to strengthening its ability to provide clients with tailored, industry-leading financial solutions.