Jim Davis, CFP®, joined Aspen as a Senior Wealth Advisor in 2021. In this role, he provides comprehensive financial planning and develops strategies for clients that address their financial, investment, insurance, tax, and estate planning needs, with particular expertise in serving the unique challenges of small business owners.
Whether his clients are buying their first home, growing their family, changing careers, making the leap into retirement, using resources they’ve built to overcome a hardship, or pulling the trigger on the vacation home they’ve always wanted, nothing brings him more joy than walking alongside them every step of the way.
Jim is driven by a commitment to working with people who are passionate about curating experiences with their loved ones, creating legacies for their families, and passing down values and traditions to other generations. He strives to help clients unearth and clarify what they want in life to bridge the gap between aspirations and resources.
Jim is a graduate of Abilene Christian University with a master’s degree in Organizational Communication. He is a volunteer financial coach with Family Reach, an organization dedicated to eradicating the financial barriers accompanying a cancer diagnosis, a Young Executive Society Committee Member and Volunteer of the Junior Achievement of the Chisholm Trail.