Jim King CPA, CFP®

Owner & Wealth Manager    

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What do you enjoy most about your role at BDF?

BDF allows team members to play to their strengths. I allocate the majority of my time to working with clients and potential clients in understanding what is important in their lives and helping them build a blueprint for success.

Why did you choose to get involved on the Business Owner Team?

I am a product of a family business, a mason contracting company started by my dad. I saw firsthand the challenges and rewards of owning a business. I also realized the importance of good financial advice for business owners. My dad relied on a few professionals to help him make sound financial decisions. I want to be the trusted advisor that my dad would have hired.

What do your clients appreciate most about you?

Clients appreciate my willingness to provide honest advice, which sometimes includes having difficult conversations and telling them things they don’t want to hear but need to. On the flip side I think clients appreciate when I encourage them to spend time and money on what is most important to them.

What does “Helping people make sound decisions to enjoy a full life” mean to you?

10 years ago, I started working with a BDF client who wanted to retire and build his dream house on a lake. Two years ago I was sitting on his boat as he was telling me about his daughter’s wedding and how wonderful it was seeing her get married off the dock behind his new home. At that moment it struck me how well he stuck to and executed the plan we laid out a decade earlier. He was living his full life. Every client’s definition of a full life is different.  My job is to understand their definition and provide the right advice to guide them to their full life.

Where can we find you when you’re not working?

Outside spending time with my family. Whether it is a family bike ride to the candy store or coaching my children’s teams, I am at my best when I am outside with Susan and the kids. In the summer, we enjoy spending time on a lake and in the winter you will never hear the King Family complain about getting too much snow.