Jim Nelson CFP®

Financial Advisor

Since 2018, I have dedicated my career to helping individuals and families align their financial resources with the lives they want to live. Before becoming a CERTIFIED FINANCIAL PLANNER® professional, I built a diverse background in professional sports, executive sales and successfully owned and operated a small business for 21 years.

My path to financial advising began long before my professional designation. After graduating from Penn State, I spent eight seasons in the NFL as a linebacker with the Green Bay Packers, Minnesota Vikings, Indianapolis Colts and Baltimore Ravens. During my playing career, I worked closely with a financial advisor and in the off season, pursued internships at large bank, investment services branches, which sparked my passion for helping others navigate their financial lives with confidence.

My wife Kellie and I live in West Chester, PA, and together we’ve raised three children, all now grown. Outside of the office, I enjoy golf, working out, reading, and strumming my guitar. I also cherish time outdoors, including annual fishing trips out west with my father.

What I value most in my work is seeing financial plans come together — when the small details align, and there’s a balance between saving for the future and experiencing life fully in the present. Nothing is more rewarding than helping clients live their best life possible with the resources they have.