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.