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Jim Wilson

CEO & President
Investment Committee Chair

Adviser, CFP®

Jim@northernwelcome.com
(509) 456-2526

 

About Jim

Jim has been in the financial services industry for 30+ years and opened Northern Capital Management, Inc. in 1992. As President and CEO, Jim focuses on setting strategic priorities, and developing service offerings available to clients. As Investment Committee Chair, Jim oversees our prudent and documented investment research and selection process. As an Adviser, Jim conducts meetings with clients of the firm. When not working, he can be found on the sidelines of a soccer field, basketball court or at a ballet recital. Jim enjoys spending time with family, raising small stock, hunting, fishing, cooking, woodworking, gardening, beekeeping and overseeing a small orchard. Educational background includes Bachelor degrees in Business Management and Accounting from Whitworth University.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 65 Securities License

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.