James Wessels, CPA/PFS, CFA

Jim’s career in wealth management spans more than three decades with a diverse background in
pension, tax planning**, estate planning strategies, financial planning and investments. He served as an
analyst at Principal Global Investors, working with defined contribution plans, including profit sharing,
401(k) profit sharing and money purchase plans. During his time as an analyst, his most extensive
analysis was with oil and gas companies where he had lead coverage of the energy industry, initially with
domestic and then branching out to include international companies.

Jim uses his CPA background to help clients with their overall financial planning and to tailor
investments appropriately to optimize their mix of taxable and tax-deferred/tax-free investments. Jim
earned a BBA in Accounting and MBA with Finance Emphasis from the University of Iowa.

Jim’s community involvement includes positions with Central Iowa Shelter & Services, Junior
Achievement, the Investment Committee of United Way of Central Iowa, the Investment Committee of
the United Way Emerging Leaders Initiative, and the University of Iowa Krause Fund. He received an
Honorable Mention for the Invest in Others Lifetime Achievement Award for distinguished community
service, contribution, and leadership.

*Part of Financial Integrators
**Tax services provided by James Wessels