Meet the Jim MacKay Financial Planning team...
Jim MacKay, CFP®
Financial Planner
Jim MacKay, CFP®
My goal is to provide the best financial advice by eliminating product sales & commissions, unnecessary fees, and conflicts of interest. So you get straight talk, honest answers, and advice that's in your best interest. That's Fee-Only, Fiduciary Advice.
Born in KC, graduated high school in Branson, college at Arizona State, and back to SW Missouri where my wife and I have raised our three kids. Along the way I worked in various capacities at Vanguard and managed portfolios and financial planning at a local trust company.
By 2013, my desire to create a more client friendly advice service led me to the National Association of Personal Financial Advisors (NAPFA) and ultimately to start my own company. Jim MacKay Financial Planning registered with the state of Missouri in December 2013.
jim@mackayfp.com
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Professional Certifications  |
Education  Bachelor of Science, Economics |
Work Experience Founder/Financial Planner Jim MacKay Financial Planning 2013-Present Senior Portfolio Manager Central Trust & Investments 2006-2013 Financial Planner Vanguard 2001-2006 |
Memberships & Community    |
Nathan Gertson, CFP®
Financial Planner
Nathan Gertson, CFP®
My goal is to help you strike a balance between long-term goals and enjoying the present—without product sales or commissions, unnecessary fees and conflicts of interest. Just geniune, honest guidance. That's Fee-Only, Fiduciary Advice.
In high school, my life goals included studying kinesiology to become a physical therapist, and moving to one of the coasts. Then I took an Economics course my second semester at the University of Arkansas, and all my plans changed.
I switched majors to International Finance, minored in Economics and became passionate about helping others with their money—originally as a hobby. Now, I’m thankful to be in fee-only financial planning.
When not working, I enjoy books and adventures with my wife and three young boys. You might find us traveling, playing sports, wrestling on the trampoline or spending time with friends and extended family.
nathan@mackayfp.com
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Professional Certifications
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Education
 Bachelor of Science in International Business |
Work Experience
Financial Planner Jim MacKay Financial Planning 2024-present Chief Operations Officer Legacy Letter Challenge 2022-2024 Director of Sales Professional Insurance & Financial Services 2016-2022 |
Memberships & Community
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