CFP®, AIF®, LACP
Jim has been providing financial solutions since 2003 and recently, in 2021, became part owner of McDaniel Knutson Financial Partners. He is licensed in variable annuities, life, and disability insurance. He holds the Certified Financial Planner (CFP®) and the Accredited Investment Fiduciary® (AIF®) designations.
In September of 2020, Jim took and passed the test to earn his CFP® designation. The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Jim has a reputation in our industry for his ability to implement a prudent process in his investment practices as well as an ability to assist others in achieving proper policies and procedures. Jim’s AIF® designation stands for a standard of excellence that differentiates him from his peers and defines him to the clients he serves.
Along with serving his clients, Jim serves on the board of the National Association of Insurance and Financial Advisors, the State Board of Directors for NAIFA, and is a member of the Lawrence Association of Insurance and Financial Advisors. He also joined the Finance Committee of Visiting Nurses Association.
When not at work, Jim’s passion is his family. He and his wife, Allison, enjoy KU sporting events, Kansas City Royals games and traveling. Jim coaches his boys’ football and baseball teams. They are co-owners of The Shed, an indoor sports facility.
Heather Zoeller is Jim’s assistant and an invaluable part of his practice.