Jim Underhill, CFP® is the founder and Managing Member of Underhill Financial Advisors, LLC.
Jim is a CERTIFIED FINANCIAL PLANNER Professional® with over 22 years’ experience managing clients’ portfolios. 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, The UofA Personal & Family Financial Planning Inaugural Advisory Board, and the Community Foundation for Southern Arizona Professional Advisory Committee.
He 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 Small Business Retirement Planning, Family Legacy Planning, and Risk Planning.
Jordan is a member of the Southern Arizona Estate Planning Council. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and holds Series 7 and Series 66 Securities Registrations 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 AT&T for 6 years, most recently managing a Midwest Region for their Small Business Sales Division.
Jordan lives in Tucson with his wife Casey and their daughter Charlotte.
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.