Judy provides fee-only comprehensive financial planning to families, professional women, and entrepreneurs seeking financial independence. . Her firm serves clients throughout Colorado.To provide the highest-quality personal service, Judy has opted to keep her firm small. Client consideration is based not on net worth but by the desire for financial growth. Prospective clients embrace the concept that money alone is not enough; it must be partnered with one’s goals and values to create a rich, fulfilling life. Judy came to financial planning following a successful career in high-technology. She co-founded two software companies and was awarded top honors by Entrepreneur Magazine. She began managing investments fifteen years ago and opened her firm after earning her M.S. in Personal Financial Planning. McNary is one of seven national finance coaches on The Invested Life, MSN Money’s personal finance series. Jim has received extensive training in all areas of personal financial planning through The Ohio State University and specialized training in financial planning techniques through the Alliance of Cambridge Advisors. Jim earned a B.S. in Marketing from Franklin University in 1992. He became a CFP® in 2011. Also in 2011 Jim became an Enrolled Agent (EA). Jim is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China, in 2010 and are enjoying their active preschool daughter. The whole family enjoys the outdoors biking, going to the park, swimming and bicycling.
Jim has received extensive training in all areas of personal financial planning through The Ohio State University and specialized training in financial planning techniques through the Alliance of Cambridge Advisors. Jim earned a B.S. in Marketing from Franklin University in 1992. He became a CFP® in 2011. Also in 2011 Jim became an Enrolled Agent (EA). Jim is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China, in 2010 and are enjoying their active preschool daughter. The whole family enjoys the outdoors biking, going to the park, swimming and bicycling.