Jim is a founding shareholder of McKay Wealth Management and is passionate about helping clients in reaching their long-term financial objectives. He is a strong believer that to achieve financial goals hinges on having the right plan and minimizing taxes. A plan that fits the clients’ unique circumstances and grows with them. Jim’s greatest strength is listening to and understanding his clients’ needs, wants and wishes, to be able to help them work toward their financial goals and minimizing taxes through tax efficient solutions.
Jim has been in the Financial Services industry since 1981. He established the Business Succession and Retirement Plan departments. His knowledge and experience in tax efficiencies and finance make him sought after by many in the industry. Jim is a CERTIFIED FINANCIAL PLANNER™ practitioner, maintains the Accredited Investment Fiduciary® designation and is an Investment Advisor Representative with Cetera Advisor Networks LLC. He was a life and qualifying member of the Voya Circle of Excellence* for over 10 years. Jim is recognized by the Financial Times as one of the Top 401 Retirement Advisors** of 2015, 2016, 2017 and 2018 for his focus on serving defined contribution and retirement plans.
Jim is a graduate of Seattle Pacific University and the College for Financial Planning. He lives in South King County and enjoys travel, fishing and spending time with his family.
*The Voya Circle of Excellence award acknowledges the top Voya Financial Advisors Registered Representatives and is determined by sales and production credits.
**The Financial Times (FT) 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisor nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.