WHO WE ARE

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

Professional Certifications	Bachelor of Science, Economics	Founder/Financial Planner Jim MacKay Financial Planning, 2013-present Senior Portfolio Manager Central Trust & Investments, 2006-2013 Financial Planner Vanguard, 2001-2006	Memberships & Community

Hi, I’m Nathan. 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 that 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. I get excited about helping people strike a balance between long-term goals and enjoying the present. 

When not working, I enjoy books, golf and adventures with my wife and three boys (ages 8, 5 and 3). You might find us traveling, pretending we’re animals, wrestling on the trampoline or spending time with friends and extended family.

nathan@mackayfp.com

Professional Certifications Series 65, Uniform Investment Adviser Law Examination	Education BS, International Business	Work Experience Chief Operations Officer Legacy Letter Challenge, 2022-2024 Director of Sales Professional Insurance & Financial Services, 2016-2022