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 wealth management. 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.
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.
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
Sales for Sun National Bank and a Senior Wholesaler at Zenith Marketing Group.
In the community
Jim was President of Business Networking International, Edgemont Chapter and when time allows, enjoys contributing to the Make-A-Wish foundation. He is a member of the Westgate Hill Civic Association, which plans events for the families in the community.
Resources and events
Event 7/26/2022Nonprofit Roundtable Series: A Focus on Reserves and Investments
Event 6/17/2024 – 6/20/2024AICPA & CIMA Not-for-Profit Industry Conference
Article 12/12/2018Life Insurance or Family Trust? The Benefits of Both May Be Worth Exploring