Pursue Your Goals
We help individuals and families work toward achieving the retirement they envision through knowledgeable guidance, personal service and long-term relationships.
Experienced Guidance. Personal Service.
The team behind Jim Sloan & Associates, LLC is made up of qualified financial professionals who are passionate about helping individuals and families pursue their ideal retirements. We believe knowledgeable guidance should always be accompanied by attentive service, clear communication and genuine care.
The Professionals Behind the Firm
Get to know the people committed to providing knowledgeable guidance and a consistently personal client experience.
Jim E. Sloan
Jim has written six books designed to help people approaching retirement become more informed and place the relevant facts and mathematics at the center of major financial decisions.
He is an Investment Adviser Representative of MariPau Wealth Management, LLC, an SEC-registered investment adviser. Jim is also a licensed insurance agent.
Jim has been featured in or seen on local and national media outlets for his perspective on financial topics affecting baby boomers and retirees.
Jim teaches a six-hour financial education course, Retiring Well in the 21st Century, at multiple college campuses in the area.
A U.S. Army veteran and private pilot, Jim enjoys volunteering, traveling, reading, golfing and spending time outdoors.
- Six-Time Author
- U.S. Army Veteran
- Investment Adviser Representative
- Licensed Insurance Agent
- Financial Education Instructor
- Private Pilot
Elizabeth Seigler
Elizabeth oversees the firm’s front-office operations, helping ensure that day-to-day activities run smoothly and efficiently. She is often the first person clients see when arriving at the office and plays an important role in creating a welcoming, organized experience.
She coordinates client annual reviews, assists with scheduling and manages important vendor relationships. Her attention to detail and commitment to client service help support the firm’s relationships with the individuals and families it serves.
Elizabeth is a proud married mother of two boys. She enjoys fishing, spending time on the lake with her family and exploring the outdoors.
She also enjoys spelunking—better known as cave exploration—and hopes to visit every state in the country.
- Client Scheduling
- Front-Office Operations
- Annual Review Coordination
- Vendor Relationships
- Client Experience
A Team Focused on Your Financial Future
From your first conversation through ongoing reviews, our goal is to provide a professional experience built on preparation, communication and personal attention.
Ready to Pursue Your Goals?
Meet with Jim Sloan & Associates, LLC to discuss your financial situation, retirement concerns and the future you envision.