Please provide your information and submit this form. Our team will be in touch with you shortly.
Jim Davis, CFP®, is a Senior Wealth Advisor at Aspen Wealth Management. With nine years of professional experience, Jim manages marketing and client outreach for the firm, focusing on providing personalized financial planning services for investment, retirement, estate, tax, and insurance planning. Additionally, he drives growth by implementing targeted marketing strategies, including content creation, social media management, and networking initiatives.
Jim holds a Master’s degree in Organizational Communication and a Bachelor’s of Science in Interdisciplinary Studies, both from Abilene Christian University. He earned the CERTIFIED FINANCIAL PLANNER® designation in 2019. His key areas of expertise include tax-efficient retirement income planning and estate planning.
Jim’s career has been shaped by his diverse experiences working at a large national brokerage firm, a multi-family office serving ultra-high-net-worth families, a fee-based RIA in DFW, and now as a partner at Aspen Wealth. Jim is passionate about helping clients understand their relationship with money and how they can use their resources—time, money, talents—to create meaningful experiences for themselves and their loved ones.
Jim is actively involved in his community and the industry. He serves as a Board Member for the Northwest ISD Education Foundation, which empowers NISD educators and engages the community. He volunteers with Junior Achievement of the Chisholm Trail, helping young people achieve economic success, and is a Financial Coach for Family Reach, providing personalized financial planning for individuals and families diagnosed with cancer.
Jim’s professional life is balanced by his personal interests and family life. He is married to his college sweetheart and together they have three boys who keep them constantly on the move. When not at work, Jim enjoys spending time with his family, playing sports, traveling, playing pickleball, and reading.