About

Jim MacKay

Jim MacKay CFP ®

My Goal: provide the best financial advice by eliminating sales agendas, commissions, percentage fees, and the one-size-fits-all approach.  Give straight talk, honest answers, and a willingness to put the clients' interests first.  Some people call it "Fee-Only, Fiduciary Advice".

After our wedding at the College of the Ozarks in 1997, my wife Darci and I moved from Branson, Missouri to her hometown of Phoenix, Arizona.  There, I completed my undergraduate studies in Economics at Arizona State University.  After years of amazing personal and professional experiences, we happily returned to the Ozarks in 2006 where my financial services career continued, and her full-time position became caring for our growing family of five.

By 2013, my desire to create an alternative financial advice service led me to the National Association of Personal Financial Advisors (NAPFA).

It soon became apparent that to achieve my goal, I had to leave the corporate environment and build the business myself.  So in late 2013, Jim MacKay Financial Planning became a reality.

As of March, 2017 we are registered in the state of Arkansas in addition to Missouri.  While we can work with just about anyone, regardless of their location, being registered allows us to serve more people, removing the de minimus restrictions.  I look forward to working with even more of our great Ozarks neighbors from The Natural State!

 

 


 

Professional Certifications

CERTIFIED FINANCIAL PLANNER

Professional since 2005

Education

Arizona State University
Bachelor of Science - Economics 

Community

Ozark Greenways
Member since 2007
Board Member - current

Work Experience

Founder and Principal
Jim MacKay Financial Planning
2013 – Present

Senior Portfolio Manager
Central Trust Company
2006 – 2013

Financial Planner
Vanguard Group Inc.
2001 – 2006

Memberships