Wilson, Jim.jpg
 

Jim Wilson

Managing Partner, Advisor, CFP® professional,
Investment Committee Chair

Jim@northernwelcome.com
(509) 456-2526

 

About Jim

Jim opened Northern Capital Management, Inc. in 1992. As Managing Partner, Jim helps shape the strategic plans of the firm. As Investment Committee Chair, Jim oversees our prudent and documented investment research and selection process. As an Advisor, Jim enjoys meeting with clients and helping them achieve their financial goals.

Jim enjoys spending time with family, raising small stock, hunting, fishing, cooking, woodworking, gardening, beekeeping, working on cars with his son, and overseeing a small orchard. Educational background includes bachelor’s degrees in Business Management and Accounting from Whitworth University, as well as a minor in Economics.

Credentials

  • Series 65 Securities License

  • Investment Committee Chair

  • CERTIFIED FINANCIAL PLANNER™ professional

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.