Jim Fredrick

With over 40 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 or hiking with two happy dogs in the nearby National Forest. His wife, Heidi, also enjoys the outdoors, serving as Jim's sous chef, and eating his cooking! They moved to Monument, CO, in 2024 to be closer to family. Between them, they have seven children and eleven grandchildren.