Meet Jim
Jim is a Wealth Advisor based in Boulder, Colorado. He joined Mercer Advisors in 2025, bringing more than 30 years of experience in product management and development across the telecommunications, technology, and chemical industries. Before joining Mercer Advisors, Jim participated in apprenticeships focused on financial planning education and practice. He also served at Charter Communications, where he developed an understanding of the needs of corporate executives and tech professionals. Jim holds a B.S. degree in chemical engineering from Purdue University and an MBA from the Fuqua School of Business at Duke University. He’s a CERTIFIED FINANCIAL PLANNER® professional and a Retirement Income Certified Professional®. Jim is driven by helping people gain clarity in their financial lives so they can make better decisions with less stress.
Jim’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jim has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Advising telecom and tech professionals, including clients at Charter Communications.
- Switching careers while keeping your finances aligned and on track
- Helping new families shift financial priorities while building a strong foundation for the future
His working style
Jim blends complex analysis with simplified financial plan delivery, helping to make intricate concepts approachable for every client. He enjoys collaborative goal discovery while sorting through the details to provide personalized advice. Clients can count on his thoughtful approach to support their desired outcomes with clarity and confidence.
Jim in real life
What keeps you busy outside of work?
I enjoy spending time with my wife, adult children (local and out of state), and growing number of grandkids. Beyond family time, I enjoy hiking, playing the occasional round of golf, and travelling domestically and internationally.
What makes you tick?
I am driven by the notion that each person is able to define what “success” means to them. Doing something because you “should” do it is much less important than focusing on what really matters to you.
What’s one thing you are surprisingly good at?
Over the years, I’ve developed the ability to successfully complete a wide range of home repairs and updates. I enjoy the satisfaction of taking on and completing a new challenge that requires both planning and execution.
Meet Jim’s Teammates
Michael Van Boening
Director, Financial Planning
What Jim Says
Michael is a great leader of his financial planning team and drives the discipline needed for developing financial plans. This process helps facilitate the delivery of quality, meaningful, and actionable plans for Mercer Advisors clients.
James Telfer
Principal
What Jim Says
James helps me continually refine my approach to client discovery and goals discussions. His guidance has been invaluable in collaborating with clients to help clarify their goals.
Adam Oliver
Wealth Advisor
What Jim Says
Adam’s mentorship has been invaluable in helping me develop an efficient, client-centered approach to meetings. This creates greater client satisfaction, clarity, and actionable next steps.
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