Jim Denton is the founder of DFS Advisors, LLC and previously served as our Managing Partner. He continues to serve in a consulting and advisory capacity.
Jim began his financial planning career in 1989 as an account executive for a major insurance company and its affiliated securities firm. He has been in private practice since 1992 and founded DFS Advisors in 1998.
Prior to his financial planning career, Jim was a career military officer, having served 23 years with the U.S. Army in various command and staff capacities. He is a graduate of the US Army Command and General Staff College.
Jim earned an MA degree in Human Resources Management from Pepperdine University. He also holds a BS in Business Management from the University of Tampa, with an emphasis in economics and accounting.
Jim’s professional education includes the Certified Financial Planner™ program of the College for Financial Planning, and the Chartered Life Underwriter and Chartered Financial Consultant programs offered by The American College. He holds the professional designations awarded upon completion of each of these programs.
In conjunction with our tax practice, Jim is an Enrolled Agent, and is admitted to practice before the Internal Revenue Service.
Jim and his wife, Sharon live in Mooresville, NC.