Jim Wessles, CPA, CFA, PFS

Jim brings over a decade of active money management experience to provide daily insights on the markets to help investors find practical applications. As a former investment analyst, he covered several industries, including financial services, outsourcing, health care, energy and utility companies. Jim is also experienced in designing retirement programs and consults on all types of employer-sponsored plans. Jim has built a diverse background in pension, tax planning, estate planning strategies, financial planning and investments.