Jim Davis, CFP®, joined Aspen as a Senior Wealth Advisor in 2021. In this role, he provides comprehensive financial planning and develops strategies for clients that address their financial, investment, insurance, tax, and estate planning needs, with particular expertise in serving the unique challenges of small business owners. Whether his clients are buying their first home, growing their family, changing careers, making the leap into retirement, using resources they’ve built to overcome a hardship, or pulling the trigger on the vacation home they’ve always wanted, nothing brings him more joy than walking alongside them every step of the way. Jim is driven by a commitment to working wit