James "Jim" Reese, CFP®, CLU®
CERTIFIED FINANCIAL PLANNER™ Professional, Financial Consultant
- 25+ years of industry experience; 13 years of senior branch management roles.
- Attended University of Denver where he was a member of the Lambda Chi Alpha Fraternity.
- Successfully completed an advanced learning curriculum, focused on asset allocation and wealth management strategy, hosted at Harvard University.
- Retirement Planning Specialist, having received the Certificate in Retirement Planning from The Wharton School of Business at The University of Pennsylvania.
- Holds FINRA series 24, 26, 53, 6, 63, 65 and 7.
- Current trustee of Longs Peak Council of The Boy Scouts of America and Ben C. Delatour Foundation; current member of the de Tocqueville Society.
- Jim and his wife Kathy proudly have 2 sons and 5 grandchildren.
California Insurance License # OA99749