Jim Wessels, CPA/PFS, CFA®
Investment Committee Member*
As part of the Investment Committee, which is the governing body overseeing the investment management functions for the firm including research, recommendations, and selection of investments, Jim adds significant depth to our investment process for the benefit of clients. In this role, he shares strategic oversight of the investment policy and gains insight about markets and returns through evidence-based research. By using an academic approach to analyze thousands of investments for inclusion in our portfolios he assists in evaluating current market data, trends, and research to form investment recommendations. This includes, but not limited to, strategic and tactical allocation, asset location and specific securities.
Jim's financial career spans three decades. He has built a diverse background in pension, tax planning, estate planning strategies, financial planning, and investments.
Jim acquired a deep understanding of all types of retirement plans in his years at a global financial services company where he consulted with other professionals and business owners to help design effective, goal-based pension programs. Jim also served as a mutual fund analyst where he covered financial services, outsourcing, health care, energy, and utility industries. His most extensive analysis was with oil and gas where he led coverage of the energy industry for domestic and international companies.
Jim attended the University of Iowa where he earned a BBA in Accounting and an MBA with Finance Emphasis. He holds a Certified Public Accountant (CPA) designation. While he does not currently practice tax or public accounting, he did have his own tax practice. He uses this background to help clients with their overall financial planning and to tailor investments appropriately. His continuing education to maintain his CPA designation remains focused on trusts, taxation, and estate planning. Through the American Institute of CPAs, Jim has earned the Personal Financial Specialist (PFS) credential, demonstrating his knowledge and experience in personal financial planning. Jim also holds the Chartered Financial Analyst (CFA) designation.
Jim and his wife Melissa have two children, Nicholas, and Stephanie. He is active in community service, working with and holding positions with the homeless shelter, Junior Achievement, and United Way.
*Part of Vision Network.