Jim Wessels

Certified Public Accountant (CPA), CFA, PFS

Jim is an Investment Advisor Representative of Cambridge Investment Advisors, Inc. and has more than a decade of active money management experience. He provides daily insights on the markets to help investors find practical applications. As a former investment analyst, Jim covered several industries, including financial services, outsourcing, health care, energy and utility companies. Jim has experience in designing retirement programs and he consults on all types of employer-sponsored plans. He's built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.