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Jim serves as a Financial Advisor for First Investments & Planning helping individuals, families and business owners solve key wealth management issues with comprehensive planning and customized solutions. Jim specializes in developing strategic plans for the wealth accumulation, distribution and preservation needs of his clients.
Jim has more than 35 years of financial experience and is a member of the Financial Planning Association. Jim holds his Series 7, 24, 26, 63 and 65 securities registrations, and is a Charter Life Underwriter, Chartered Financial Consultant, Accredited Asset Management Specialist, Accredited Wealth Management Advisor, and a Certified Wealth Strategist® from the Cannon Financial Institute.
Jim received his Bachelor’s degree in Business Administration from Hope College.
Jim’s passion is his family. Over the years, he and his wife Denise enjoyed watching their three sons compete in football and soccer on the collegiate level. In his free time, Jim enjoys playing golf and cheering on his favorite sports teams.
4650 College Boulevard
Overland Park, KS 66211
I enjoy getting to know my clients and helping them reach their financial goals.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE