Jim Raine

I am a Financial Advisor with over 30 years of experience in guiding individuals, families and business owners towards financial well-being with a passion for integrating financial strategies with personal values. 

My approach centers on understanding each client's unique concerns, and priorities. By developing a deep relationship built on trust and transparency, I create customized financial plans that align with their long-term goals. Whether it's preparing for retirement, funding education, or preserving wealth for future generations, I am committed to empowering my clients with the knowledge and strategies they need to navigate life's financial complexities.

I hold a degree in Finance from the Monfort School of Business at The University of Northern Colorado, demonstrating that my advice is backed by solid expertise and a commitment to ongoing professional development. My dedication to holistic planning extends beyond numbers; it encompasses helping clients achieve financial security while living fulfilling lives.

Outside of my professional practice, I enjoy traveling with my wonderful wife, spending time with family and our grandchildren as well as riding our motorcycles and supporting several charitable causes around helping veterans and children in need. These experiences enrich my understanding of the importance of giving and helping create holistic legacy planning for my clients' that is more than just numbers on a financial statement.  

As a holistic Financial Advisor, my goal is to serve as a trusted partner and a member of your team partnering with CPA’s, Attorneys and others on your financial journey, providing clarity, peace of mind, creating a roadmap to help you achieve your financial and life goals.