Jim Nelson CFP ®

Financial Advisor

My journey to financial advising started in an unexpected place: on NFL football fields across the country.

After graduating from Penn State, I played eight seasons as a linebacker with the Green Bay Packers, Minnesota Vikings, Indianapolis Colts, and Baltimore Ravens. But even then, I was thinking about life after football. Those years taught me discipline, strategic thinking, and the value of having trusted advisors in your corner.

During my playing career, I worked with a financial advisor and pursued off-season internships at investment firms, discovering my passion for helping others navigate complex financial decisions. After football, I spent over two decades as a successful franchise business owner and sales executive, giving me firsthand insight into the challenges entrepreneurs and high-earning professionals face.

Today at Affinity Wealth Management, I focus on helping clients align their financial resources with the lives they want to live, finding that balance between planning for tomorrow and experiencing life fully today.

My wife, Kellie, and I raised three children in West Chester, PA, where we still live. When I'm not working, you'll find me on the golf course, working out, reading, playing guitar, or on my annual fishing trip out west with my father.

The football field taught me the value of having a great team supporting you. Now I get to be that trusted teammate for my clients' financial lives.