Jim Davis is a CERTIFIED FINANCIAL PLANNER™ professional and joined Aspen Wealth Management in 2021. Prior to joining the firm, Jim gained valuable experience in the financial services industry by working for a large institutional investment firm, a multi-family office, and an independent investment advisory firm. Jim has a passion for simplifying the complexities that are often associated with building wealth and helping our clients connect the dots between where they are today and where they want to be tomorrow.
In addition to his professional responsibilities, Jim volunteers with Family Reach and Junior Achievement as a financial planner and coach. Family Reach is a 501(c)(3) organization dedicated to eradicating the financial barriers that accompany a cancer diagnosis and Junior Achievement is a 501(c)(3) that aims to equip children and young adults with the tools necessary to own their future economic success.
Jim graduated from Abilene Christian University with an M.A. in Organizational Communication. In his time away from work, Jim enjoys spending time with his wife, Pyper, and their two boys, as well as reading and spending time outdoors. Jim and his family are members of The Hills Church and are actively involved in the local community.