1025 Nw Bond Street
Bend, OR 97703
Your message has been sent to Jim Boss. We look forward to being in touch.
Contact MeComplete this form and Jim Boss will contact you to discuss your needs.
* Indicates required fields
It is my pleasure to serve the financial needs of people in the Central Oregon area. I started in the financial industry in 1995 and became a Wealth Management Advisor in 2000. I hold a Bachelor of Science degree in economics and a Bachelor of Arts degree in finance from the University of St. Thomas in St. Paul, Minnesota. California Insurance License # 0K05630.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
I serve on the board of the Education Foundation for Bend-La Pine Schools.I also serve on the board of Bend Ice - USA Hockey Steering Committee. In my free time, I enjoy hockey, duck hunting and camping with my family.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office1025 Nw Bond Street
Bend, OR 97703
Secondary Office401 Washington
The Dalles, OR 97058
Secondary Office221 Ne 3rd St
Prineville, OR 97754
Secondary Office175 S.E. Reed Market Road
Bend, OR 97702
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.