 Get
to Know Jim McDonald
When Jim McDonald begins a relationship with a new client, whether it's in connection with a business, personal matters or both, he obviously needs to understand the financial aspects of that person's business and/or personal life. But he especially wants to know what their goals in life are. Because for Jim, it's connecting on a human level that makes it possible to design the successful strategies that help clients achieve their goals and objectives. Every client is unique and has his or her own needs and motivations. It's up to Jim to connect clients with the information they need in a way that they can use. That's the challenge. And that's what brings Jim the greatest satisfaction. It's also why he takes the time to understand his clients as people. According to Jim, taking a holistic approach to business from the start of the relationship pays big dividends down the road.
Focus on personal financial planning and consulting with an emphasis on succession planning for management and ownership of closely held businesses.
Oregon CPA with 40 years in public accounting
• 31 years principal with McDonald Jacobs
• 5 years with Coopers & Lybrand
• 3 years with Moss, Adams & Company
• 1 year with Kimberling, Harrington & Company
Professional and community services:
• Financial Planning Association of Oregon and Southwest Washington
• Oregon Society of Certified Public Accountants
• Past President and current board member
of 1000 Friends of Oregon
• Past Chairman and board member of The American Advertising Museum
• Past Treasurer and board member of Sisters of the Road Cafe
• Past board member of Oregon Ballet Theatre
• Past board member of the National Spinal Cord Injury Foundation, Oregon Chapter
BS in Business Administration, Oregon State
University and Portland State University,
Certified Financial Planner (CFP®)
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