James Sampair, CPA

Jim Sampair works as a fiduciary for his clients in advisory relationships.  Their best interest is his best interest.  He has worked in the investment, retirement and tax planning industry since 1991. Prior to founding his own firm he honed his expertise, first with institutional investment firms, and then with regular individuals and executives with simple to complex financial planning needs. In addition, Jim specializes as portfolio manager of the Old School Growth strategy. His passion is working with real people, helping them solve everyday financial planning and retirement strategy mystery's, turning the mystery in to a well known plan. His experience as a CPA with tax planning and preparation skills is valuable to all clients, since no retirement plan is complete without a well planned tax strategy. Jim enjoys spending weekends reading investment research and looking for tax efficient retirement strategies that will benefit his clients, but he also enjoys his family, skiing, his black labs, and taking family and friends wakesurfing, wakeboarding, and boat rides.

Jim is a 1989 graduate of the University of St. Thomas where he earned a B.A. in Business with Accounting Major. He passed the Certified Public Accounting exams earning him the distinguished designation of CPA in 1993.

*Investment Advisors, Inc. and LPL Financial do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.