Principal and Co-Founder
T: (888) 998-4796 x700
Jim is a principal and co-founder of Springwater Wealth Management, LLC. From 2002 to 2013, he was the managing member of Maas Capital Advisors, LLC, an independent, fee-only advisory firm. Prior to establishing his financial advisory practice, he spent over a decade working in Europe as a merchant banker, advising companies and high net worth investors on a range of financial matters.
Jim received his Bachelor of Arts degree in Political Science from the University of California, Berkeley in 1986 and his Master of Business Administration degree in Finance and International Business from the University of Wisconsin, Madison in 1990. He also holds a Certificate in Personal Financial Planning from the University of California, Santa Cruz.
Jim is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Divorce Financial Analyst®. He is also a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA), the highly-regarded association of fee-only financial advisors.
He has taught the rigorous Investments course for the Personal Financial Planning certificate program at the University of California, Santa Cruz-Extension, and is an active member of several civic and community service organizations.
A former world-class swimmer in his youth, Jim is an actively involved with amateur age-group swimming as a volunteer, and with masters swimming as a participant.
Jim and his wife Shannon live in Portland with their three children.
Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.
6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008
Our Bay Area office is located in downtown Santa Cruz.
133 Mission Street
Santa Cruz, CA 95060
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If you’d like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.
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