Jim R. Colahan

Jim joined SSC Wealth in 2007 and provides services in financial and retirement planning. He has passed his FINRA Series 7 and 66 exams as well as his life insurance exam for the state of Kansas. Prior to joining SS&C, Jim was a bank trust officer for two years, a financial adviser for two years and a CPA for 14 years at three separate firms.

Jim received his Bachelor of Science in accounting and business administration in 1977 from the University of Kansas. He is a member of the American Institute of CPAs, the AICPA Personal Financial Planning Section and the Kansas Society of CPAs. He seeks to simplify the complicated for his clients, and he hopes to add value to the tax planning and preparation services he provides for them.

Jim lives in Lawrence with his wife, Julie, and together they have two sons, Guy and Mitch. In his leisure time, he enjoys running, reading, and spending time with his family and friends.