Jim Friddell led Marines before he ever built a financial plan.
He came out of the Marine Corps as an Infantry Officer and started his career where he already knew the people — sitting across the table from service members and their families, working through decisions that felt enormous on a military paycheck. The dollar amounts have changed since. The work hasn't. Today he serves executives, business owners, professional athletes, attorneys, and medical professionals, and often the companies they've built. What connects them isn't a balance sheet. It's a family, and a set of aspirations that belong to that family rather than to a spreadsheet.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional. In February 2026 he completed Wealth Management Theory and Practice, an executive education program through the Yale School of Management — because the standard he holds his team to is one he keeps meeting first. His formal training spans financial planning, investments, retirement, tax, and risk management. He earned a Bachelor of Science in Economics from Marquette University and completed the financial planning program at Kaplan University.
Ask Jim who influences him most and he'll say children. They keep a pure spirit and haven't yet learned where their limits are supposed to be. Much of his time outside the office goes toward preparing young people to succeed in an economy that will ask a great deal of them.
"Family and faith first" is what the Friddells live and believe. The family spent sixteen years in coastal Virginia before making Missouri home. Jim gives his time and resources to his parish, the YMCA, Backpacks For Kids, American Red Cross, City Union Mission, Hillcrest Ministries, and The Knights of Columbus.
Where Jim focuses
Comprehensive planning · Investment and wealth management · Portfolio construction and risk management · Business owner and executive planning · Philanthropic and legacy planning · Tax-aware planning, coordinated with your CPA and attorney