Jim Winslow, CFP®
Partner, Senior Financial Advisor
Jim Winslow brings more than 30 years of financial industry experience to the table for the firm’s clients. As a CERTIFIED FINANCIAL PLANNER® professional, he leads the firm’s financial planning efforts. His key disciplines include client management, financial planning, investment strategies and investment management. Jim is a member of the Firm’s Investment Committee.
Jim is a graduate of the University of Michigan and also holds a Master of Science in Personal Financial Planning from the College for Financial Planning. Jim lives in Saline with his wife E.J. Outside of the office, he enjoys golfing, running, working out and spending time with his family in Northern Michigan.