Meet Jim
Jim is a Sr. Wealth Advisor and Sr. Director in the Mercer Advisors Spokane, Washington office. He joined the firm in 2021. Previously, he was President at CFA Society Spokane. Jim earned a MBA from Whitworth University. He is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER® professional.
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
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Family businesses navigating succession, liquidity, and legacy goals
- Supporting professional investors with full-service planning and private market access
His working style
Jim is known for having a deeply analytical and insightful question-asking style to get at the core of a client’s values, goals, and desires. He enjoys building relationships centered on trust and helping make difficult or challenging decisions easier when the time comes.
Jim in real life
How do you give back?
I am the past president and an active board member for CFA Society Spokane. I am also an adjunct professor and lecturer at Whitworth University and an Advisory Board Member for the Whitworth University Master’s of Financial Planning Program. I also enjoy volunteering to coach youth sports through the YMCA.
What keeps you busy outside of work?
I enjoy many of the various outdoor hobbies and recreation opportunities the Pacific Northwest has to offer my family including alpine skiing, fly fishing, camping, and hiking.
Why do you like working at Mercer Advisors?
I love knowing I’m helping clients live more confidently and securely in their pursuit of Economic Freedom™. I enjoy being surrounded by a wonderful local team and having access to a deep bench of tax specialists, attorneys, and other professionals to help serve my clients with a team-based approach.
Meet Jim’s Teammates
Brian Norris
Sr. Wealth Advisor
What Jim Says
Brian is a valuable resource and partner for servicing clients with exceptional care.
Renalyn Benner
Sr. Client Service Specialist
What Jim Says
I count on Ren to efficiently and effectively service my clients every day.
Frank Piccolo
Wealth Advisor
What Jim Says
Frank is a wonderful wealth advisor who is a pleasure to work with.
Grant Habersetzer
Financial Planner
What Jim Says
Grant is a big help with providing plans that can move my clients’ financial lives forward.
Kathi McMahon
Wealth Advisor
What Jim Says
Kathi is a great asset to the company and a wonderful co-worker. I always enjoy running ideas by her for innovative answers.
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Forbes Best-In-State Wealth Advisors 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings
AdvisorHub Advisors to Watch 2024: To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a regulatory record of two or fewer complaints and no significant judgments. The rankings highlight advisors and their teams on scale, growth, and professionalism.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.