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FDIC-Insured - Backed by the full faith and credit of the U.S. Government

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Jim is a Financial Advisor with First Investments & Planning. With more than 30 years of experience in the financial services industry, he specializes in creating customized, comprehensive financial planning solutions tailored to each client's unique needs and goals.

Credentials

As a CERTIFIED FINANCIAL PLANNERTM practitioner and a Chartered Financial Consultant®, Jim is committed to the highest standards of competency, ethics and professionalism in financial planning.

He has been serving clients in the financial services industry for more than 30 years, beginning his career at Prudential Insurance and working for Edward Jones, Charles Schwab and UMB. Prior to joining First Investments & Planning, Jim served as VP, Financial Planner for Country Club Trust Company.

Jim holds a bachelor's degree in management from Park University.

Passions

Jim resides in Kansas City, Missouri with his family. Outside of his work with clients, he is actively involved in his community through volunteer work with the Boy Scouts of America – Heart of America Council and enjoys traveling and golfing.

Raymond James is not affiliated with the above organizations and/or charitable causes.

You should discuss any tax or legal matters with the appropriate professional.

Check the background of this firm on FINRA's BrokerCheck.

Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as First Investment & Planning and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. FNBO and First Investments & Planning are separately owned and operated and not independently registered as broker-dealers or investment advisers. Raymond James Corporate Private Notice may be accessed here and Legal disclosures may be accessed here.

Links are being provided for informational purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors.  Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.

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

© 2026 First National Bank of Omaha (FNBO). All Rights Reserved. 1601 Dodge Street, Omaha Nebraska, 68197

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer.

NMLS 412727

Only deposit products are FDIC insured.

 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

Awards based on independent surveys and editorial methodologies for the years shown. Recognition does not imply endorsement or affiliation.