Jim is a co-founder and managing member of Council Oak Wealth Advisors. He brings over 30 years of experience in caring for clients and managing their wealth. In addition to his role as relationship manager, Jim oversees the firm’s compliance and operational matters.
Jim holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant®(ChFC®) professional accreditations. A native Tulsan, Jim is a graduate of Oklahoma State University with a B.S. in Business Administration. He recently served as chairman of the Meals on Wheels of Metro Tulsa Endowment Committee.
He and his wife, Mary, have two children, Abby and Sam, and are active in their church and multiple local charities.