
James D. Wink
Advisor | Head of Trading
Jim is an advisor and head of trading at Summit Financial Consulting, LLC. He received his Bachelor of Science degree in Finance and a General Business minor from Western Michigan University. He is series 65 licensed and holds many other licenses. Jim is a 21 year veteran of the financial services industry and teaches his clients how to improve their financial well-being based upon facts. At an early age he adopted his client-first mentality and appreciates sharing in his client's challenges and successes. Jim's main personal interests include spending time with his wife, Stephanie, and their children, Hallie, Rosalie, Wesley, and Leo. He enjoys taking family trips when they have the opportunity. He also enjoys coaching his children's sports teams, music, and reading. Jim is president of the Kaarto Christian School Fund, a charity established to provide a Christian education to families that could use some help. Fun Fact: Jim has always been an avid athlete and takes great joy in coaching and that his oldest daughter attended high school and played basketball at the same school and gym where he made his "almost half-court" game-winning shot.
Education
Western Michigan University - B.S. in Finance, General Business Minor
Experience & Certifications
21 Years Experience
Articles by James
- Understanding Sequence of Returns Risk
- Mutual Funds vs. ETFs: Simple Guide to Diversifying Your Portfolio
- Managing Diversification: Exploring Miscellaneous Positions in Your Investment Portfolio
- Understanding Roth vs. Traditional IRA: What’s Best for Your Retirement?
- Budgeting 101: A Simple 5-Step Guide to Managing Finances
James has written 9 articles for the Summit blog.
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