Biography
Jim is one of the founders, and now the president, of Gasaway Investment Advisors. His passion for becoming a financial advisor started at a very young age, inspired by growing up in the financial world. Jim has stayed dedicated to serving the community for 30+ years by making sure his clients’ needs are met. He strives, as a fiduciary and plan administrator, to give his clients the best advice and have clients and companies achieve their long-term goals. Jim is involved in the day-to-day operations of the company, making sure the company continues down the path of our mission and vision. Outside of the office, Jim enjoys spending time with his family, whether on Lake Michigan during the summer or skiing in the winter. He always makes time to be with the people he cares about.
Professional Designations
- CFP® - Certified Financial Planner
- ChFC® - Chartered Financial Consultant
- QPA ®– Qualified Pension Administrator
- QKA® – Qualified 401(k) Administrator
- CLU® - Chartered Life Underwriter
- CPFA ®- Certified Plan Fiduciary Advisor
- Michigan Life, Accident & Health Insurance Producer
Focused Areas
- Comprehensive Financial Planning
- Retirement Planning
- Financial Goal Setting
- Client Relationship Management
- Regulatory Compliance
- Financial Reporting
- Complex Retirement Plan Design
- Business Exit Planning
- Investment Management and Analysis
- Life & LTC Insurance Planning
- Business Development
- Risk Management
