Profile

Jim is a Director of Wealth Advisory of CliftonLarsonAllen Wealth Advisors, LLC. He assists

clients of the firm is all areas of financial planning and investing. Jim enjoys working with

small business owners and individuals who are concerned about paying too much in taxes, transitioning their

business to the next generation and/or turning the transition of their business into an income stream in

retirement. Jim also specializes in transferring wealth in the most tax efficient manner.

Technical experience

Jim's clients have the benefit of his 30 years in the financial services industry. He has served in many different

capacities, which allows him to address financial planning from several different angles. He is also an Owner

Transition Advisor. In this role, Jim assists business owners in developing a plan to increase business value

and plan for a smooth transition, both emotionally and financially.

Education and professional involvement

Jim achieved a BS from West Chester University in Marketing. He holds FINRA series 6, 7, 63 and 65 licenses, as well as Life and Health and Property and Casualty insurance licenses. He has attained a Certified Financial

Planner and Certified Exit Planning Advisor designations. Prior to joining CLA, Jim was the Director of Insurance for Sales for Sun National Bank and a Senior Wholesaler at Zenith Marketing Group.

Special Interests

Jim and his wife Shannin have two beautiful daughters. He regularly plays basketball, golf, is an avid poker

player and played in the World Series of Poker. He is a member of the Westgate Hills Civic Association,

enjoys contributing to the Make a Wish Foundation, and was previously the President of Business

Networking International, Edgemont Chapter.