Jim Underhill, CFP® is the founder and Managing Member of Underhill Financial Advisors, LLC, a full service wealth management firm based in Tucson, Arizona. The firm works best with successful families, business owners and corporate managers facing significant transition.
Jim is a CERTIFIED FINANCIAL PLANNER Professional® with over 23 years’ experience managing clients’ portfolios. Underhill Financial Advisors, LLC services clients in 33 states and Jim is ranked in the top 2% of Voya Financial Advisors, Inc. registered representatives nationwide in securities production. In addition, he is a General Securities Principal and supervises four Voya Financial Advisors, Inc. registered representatives.
Jim has a Mechanical Engineering degree from The University of Missouri and an MBA from the University of Pittsburgh. He is a past Board President of the Southern Arizona Estate Planning Council, a member of the Financial Planning Association, the University of Arizona Foundation’s Planned Giving Professional Advisory Council, and The UofA Personal & Family Financial Planning Advisory Board.
The cornerstone of Jim’s practice is that each client has a personalized financial plan to guide them through life’s transitions. Our planning process simplifies our client’s lives by creating a clear roadmap for their future.
Jim lives in Tucson and has been married to his wife, Suzanne, for 34 years. They have two sons, Jonathan and Jordan.
Jordan Underhill, CRPC® is a financial advisor with Underhill Financial Advisors, LLC. Jordan’s responsibilities include Private Client Wealth Management, Small Business Retirement Planning, Risk Management, and Family Legacy Planning.
Jordan is a member of the Southern Arizona Estate Planning Council and he is a Professional Advisory Committee Member of the Community Foundation for Southern Arizona. He holds the Chartered Retirement Planning CounselorTM designation, Series 7 and Series 66 Securities Licenses as well as an Arizona Life & Health Insurance License. He is currently working towards obtaining the Certified Financial Planner™ Certification. Jordan obtained his Business Degree from the University of Arizona, Eller College of Management in 2012.
Prior to joining the Firm, he worked for a Fortune 500, most recently managing a Multi-State Region for their Small Business Sales Division.
Jordan lives in Tucson with his wife Casey, their daughter Charlotte and is expecting their second daughter in April.
Emily joined Underhill Financial Advisors, LLC in 2005. She has a Bachelor's Degree in Commerce from the University of Arizona. She manages all Office Administrative functions and Client Support. Emily holds a Series 7 General Securities registration and a Series 66 Investment Advisor Representative registration and has earned the Chartered Retirement Planning Counselor® designation.
Melissa joined Underhill Financial Advisors, LLC in May 2016. She holds a Bachelor’s Degree in Business Administration with a Focus in Management from Northern Arizona University. Melissa’s primary role is to support development of financial plans and client meeting preparation. In addition, she provides client service support.
Felicia joined Underhill Financial Advisors, LLC in 2019 as our Document Specialist. Felicia’s main roles include preparation of new account documents, client service requests, and insurance case management.
Carrie joined Underhill Financial Advisors, LLC in August 2019 as our Client Relationship Manager. She obtained her Bachelor’s Degree in Business Administration from Southern Illinois University Edwardsville. Carrie’s primary roles are to enhance our client relationships through client education and enrichment events, to manage our client scheduling system, and to grow our Firm’s awareness in the Southern Arizona area. Carrie recently relocated to Tucson from Belleville, Illinois with her husband Justin.