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Jim Czirr,
CFP®, CFA

Sr. Wealth Advisor, Director

Jim Czirr began his career in financial services in 2013. As a Wealth Advisor, Jim helps high net worth households and regional institutions achieve economic success through financial planning, prudent investment selection, tax planning, and risk management. Jim holds a Bachelor of Arts degree from Whitworth University and a Master of Business Administration from Whitworth University. Jim is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™ professional. Jim is a Past President of CFA Society Spokane and was an adjunct faculty member in finance at Whitworth University from 2020 to 2022.

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