Jim holds two Masters Degrees from the University of Texas at Dallas: M.B.A. in Finance and M.S. in Accounting. He started Parry Financial in 2000, and now serves Families across the country. He has earned specializations as a Certified Public Accountant (CPA), Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), and Personal Financial Specialist (PFS). Jim & his wife, Ellaine, have a son and a daughter and have been married for over 35 years.
We have over 40 years of experience helping families FOCUS on what is truly important to them, knowing their financial needs & objectives have been met. Throughout our comprehensive planning process, we FOCUS not only on a family's needs but on the reality that "It is about relationships - not transactions”. As a Firm devoted to helping Families focus on what is truly important to them, we welcome a conversation with you to discover: