Education and Designations
- Certified Financial Planner™ (CFP®)
- MBA - University of Dayton
- Former President and Chairman of the Financial Planning Association, Utah Chapter
- Member, National Association of Personal Financial Advisors (NAPFA)
- Member, Financial Planning Association, Utah Chapter
Financial Management Experience
Jim has over 30 years of experience in personal financial planning including comprehensive financial planning, customized investment management, insurance and estate planning. As a NAPFA Registered Financial Advisor Jim is committed to working with clients on a fee-only basis.
Jim received his Certified Financial Planner™ designation in 1994 after serving as an officer in the United States Air Force and earning a MBA from the University of Dayton. Jim merged his own practice with Medicus Wealth Planning after over 10 years with his own practice. As a past President of the Salt Lake City Chapter of the Financial Planning Association (www.utahfpa.org) in 2005 and 2006 and Chairman of the Board in 2007, he is heavily involved in promoting the profession of financial planning. During his career, Jim has received awards for business development and service working with High Net Worth clients for a major national bank. In addition, as a registered principal with a Wall Street investment firm, Jim was recognized as a top manager in the country and has also served as a Director of Financial Planning for a local financial services firm.
Throughout his career Jim has worked hard to provide whomever he works with the time, tools, education, and service needed to “take the worry out of their financial future”.
Jim and his wife Pam have lived in Utah for over 25 years and enjoy camping, fishing and riding motorcycles with their friends and family.