James (Jim) Regan always knew he wanted to help people. In college, when he realized that most people lacked real-world knowledge of the financial industry, he set out to change that. He began reading The Wall Street Journal, and for four years straight, he read the newspaper cover to cover, immersing himself in the markets and economy. Before his career as a financial advisor, James proudly served his country in the Air National Guard and was deployed three times in support of Operations Enduring Freedom and Iraqi Freedom. He was awarded the Air Force Achievement Medal and was named a “Hometown Hero” by the City of Springfield, Ill. for his service. He formerly served as Chairman of the Board for Military Assistance Mission, a nonprofit that serves active-duty military, veterans, and their families.
James began his financial career to help educate and empower his clients to take control of their financial future. As a co-founder and financial advisor, James’ goal with SharpePoint was to create an independent registered investment adviser (RIA) where he would have the ability to truly serve in his clients’ best interests. As an advisor, he helps his clients to look at the big financial picture and plan for and coordinate all important areas of their financial life. James is most proud when he can help his clients create the roadmap to reach their financial dreams and goals.
James graduated from Illinois State University with a bachelor’s in marketing and minor in finance. He is an Accredited Investment Fiduciary (AIF®) and holds his FINRA Series 65 and life and health insurance licenses. He holds his Retirement Income Certified Professional® (RICP®) designation to better service his clients as they near or are in retirement. With an emphasis on income planning and reducing taxes, if possible, in the distribution phase of retirement.
James is also a member Ed Slott’s Elite IRA Advisor Group. This exclusive organization of financial advisors is dedicated to being leaders in the IRA industry. Ed Slott’s Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients retire with more clarity and confidence. The unprecedented volume of legislative changes to retirement plans affect everyone and on-going education is crucial. James attends in person training twice a year to stay abreast of the ever changing landscape of taxes and legislative risk to retirement plans. James and his wife, Merian, are proud parents of Eliana, Pierce, and their most recent addition, Colette. James loves being a husband and father and enjoys spending time together as a family.
Marketing, Finance BA, Illinois State University
