Make Charitable Donations Directly from Your IRA & Help Improve Your Wellbeing
Have you ever had that “feel good” sensation after volunteering or donating to charity? If
“After working hard and saving, when do you have the confidence to start spending your money? I enjoy helping clients make that decision.”
Jim’s Role at Marshall Financial
Jim describes his most important role as “learning what our clients want to accomplish and why.” As a Senior Wealth Advisor, Jim uses that knowledge to craft financial plans that help individuals and families strive to get where they want to go and to guide business owners in formulating effective retirement savings plans for them and their employees.
Jim believes one of the greatest values he offers is helping clients decide when it’s OK to start spending the money they’ve earned and grown over a lifetime. “Our clients are humble, hard-working people who don’t consider themselves wealthy,” he says. “They’re often uncomfortable spending. I help them gain that comfort level, knowing they can start to enjoy what they’ve accumulated.” He also likes educating younger clients on how their daily money decisions can impact their retirement and other goals.
In addition to Jim’s work as a Senior Wealth Advisor, he also serves as Marshall’s Director – Strategic Partnerships. In this role, Jim identifies allied professionals (such as accountants, attorneys, mortgage professionals, etc.) that can assist Marshall clients in achieving their goals. “Maintaining strong partnerships with these professionals can provide clients with valuable continuity, helping them achieve positive outcomes and experiences,” he says.
Wealth Management taps into Jim’s two different sides: his technical nature and his curiosity about people, their lives, and their goals. He appreciates the experience he gained in large companies like Vanguard, but he prefers the small-firm culture of Marshall Financial, where he can build closer relationships with clients.
Get to Know Jim
Jim finds it gratifying to help someone achieve an important life goal—like assisting one client through the complexities of qualifying for student loan forgiveness for her MD degree. “I woke up Thanksgiving morning to an email that said, ‘Happy Thanksgiving. I’m grateful for you,’” he shares.
Jim is a volunteer for Almost Home Dog Rescue, which finds good homes for rescued dogs. Jim also enjoys woodworking, hiking, and golfing with his brothers. Jim lives in Upper Gwynedd with his wife, two sons, and their dog, Princess Leia.
Experience
With Marshall Financial since 2014
In financial services since 2001
Affiliations – Past & Present
Education
BS, West Chester University
Executive Education Program, Wharton School of the University of Pennsylvania
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Adam Reinert, CFA, CFP®
Chief Investment Officer & COO
Alexander Pimental, CFP®
Associate Wealth Advisor
Daniel Cairns CFP®, CPA, CMA
Chief Financial Officer & Chief Compliance Officer
Donald Scholz CFP®, MBA
Senior Wealth Advisor & CIO Emeritus
Elizabeth O’Malley
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Jeffrey (JP) Dowds CFP®, CPA
Wealth Advisor
Jim McGowan CFP®
Senior Wealth Advisor & Director Strategic Partnerships
Matt McGraw, CFP®
Wealth Advisor
Nicholas Pileggi CFP®
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Paula Nangle CFP®
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Russ Weiss CFP®
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Adam Reinert, CFA, CFP®
Chief Investment Officer & COO
Donald Scholz CFP®, MBA
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