James M. "Jimmy" Nelson, CFP®
CERTIFIED FINANCIAL PLANNER™
Jimmy Nelson, U.S. Navy Veteran and Lead Financial Advisor for Family Financial, works with individuals, families, and family businesses to provide financial planning solutions based on each client’s distinctive circumstances. Knowledge, trust, and honesty are foundational to his business philosophy. Having begun his financial advisory career in May of 1988, Jimmy prides himself on his advisory experience. As a CERTIFIED FINANCIAL PLANNER™, Jimmy offers a comprehensive approach to determining the planning strategies he recommends. Additionally, the strategic partnerships he’s developed with legal and accounting professionals afford his clients the opportunity to broadly address their concerns.
Jimmy’s dedication to a family-oriented, caring business mirrors his dedication to his top priorities at home: his beloved wife, Kelly, and his wonderful daughters, Kristin and Maggie.