Jim has been a financial advisor since 1992 and specializes in Retirement Planning & Investments. He earned his Bachelor’s degree in Business from BYU in 1991 with University Honors. Jim has earned many designations within the financial services industry including that of a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant™. He is also a Chartered Retirement Planning Counselor and a Chartered Mutual Fund Counselor.
Jim’s outside interests include tennis, reading and spending time with his family. He and his wife, Jennifer, have 8 children (3 girls and 5 boys).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.