Our Team

Jim Donewald dedicates his career to helping individuals and families envision what’s possible and create a clear roadmap toward financial security. By optimizing clients’ financial strategies, he strives to bring their ideal retirement within reach.

With over two decades of experience in finance, Jim possesses a deep understanding of financial planning and strategic wealth management. He has passed the Series 65 exam, holds a life producer license, is LTC-certified, and has extensive expertise in real estate investing. His approach blends the determination of a marathon runner with mindfulness grounded in faith, taking a holistic view of financial decisions. Jim carefully analyzes complex strategies from multiple angles, ensuring his clients seamlessly coordinate every aspect of their financial lives.

A nationally recognized expert in tax-free retirement planning, Jim follows the philosophy of The Power of Zero, pioneered by industry leader David McKnight. Passionate about financial education, he serves as an instructor for the National Society of Financial Educators, teaching adult financial literacy courses. His insights have been featured on Safe Money Radio, CBS Money, and Right On the Money, where he shares his expertise on financial planning and retirement strategies.

Beyond his professional work, Jim enjoys a fulfilling personal life. He has been happily married to his wife, Debbie, for over 25 years and takes pride in mentoring his son, who is building a small busienss of his own. Jim holds a finance degree from Iowa State University and remains committed to continuous learning and growth—for himself and those he serves.