Jim Fredrick

With over 35 years of industry experience, Jim is passionate about listening to his clients and providing them with sound direction along the challenging path to retirement and beyond. He also loves working with plan sponsors and participants with organizations locally and around the world.

Jim is a native Texan who moved his family to Colorado Springs in the early 90s for greater opportunity and to enjoy the great outdoors. Outside the office, Jim can be found teaching classes at a state correctional facility, gardening, tending 2 acres of blackberries, or interacting with his chickens and bees. His wife Heidi also enjoys the outdoors, being Jim's sous chef, and eating his cooking! They purchased a farm and moved to Penrose, CO, in 2021. Between them, they have seven children and nine grandchildren.