Jim Underhill, CFP^®, MBA 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 26 years’ experience managing clients’ portfolios. Underhill Financial Advisors, LLC services clients in 33 states.  

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 37 years. They have two sons, Jonathan and Jordan.

Jordan Underhill, CFP® 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 CERTIFIED FINANCIAL PLANNER™ Professional and holds the Chartered Retirement Planning Counselor™ designation, Series 7 and Series 66 Securities Licenses as well as an Arizona Life & Health Insurance License.  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. Jordan obtained his Business Degree from the University of Arizona, Eller College of Management.

Prior to joining the Firm, he worked for a Fortune 500, managing a Multi-State Region for their Small Business Sales Division.

Jordan lives in Tucson with his wife Casey, and three children, Charlotte, Desirae, and James.

Davis Baker is Underhill Financial Advisors, LLC’s newest Financial Advisor.

Davis brings us 7 years of financial services experience from two large financial institutions, Vanguard and Fidelity. He is a licensed professional holding FINRA Series 6, Series 7, and Series 63 licenses. He has his Bachelor’s degree in Business Economics from the University of Arizona’s Eller College of Management.

Davis was born and raised in Tucson and is engaged to his fiancée, Hannah. They enjoy spending time with their rambunctious Catahoula leopard dog, Jackson. In his spare time, Davis can be found on the golf course or riding his bike on Mt Lemmon.

His responsibilities at Underhill Financial include the following:

• Assisting in Financial Research
• Providing Trading and Securities Support
• Enhancing our Small Business Capabilities
• Providing Support for a Select Group of Clients

Please join us in welcoming Davis to the Underhill Financial team!

Tyler was our firm’s Intern and recently graduated from the University of Arizona with a Bachelor’s Degree in Family and Personal Financial Planning.  

Tyler will be managing our Financial Planning department and providing research and analysis in supporting our senior advisors.  Tyler has plans to become licensed as an Investment Advisor and work towards becoming the firm’s Junior Advisor.  

Tyler is the Life Teen Music Director at St. Thomas the Apostle Catholic Church and is a vocalist and self-taught pianist, guitarist, and pretty much any other instrument he picks up.

Our Document Specialist is Elisabeth Russell.  Elisabeth is from Albuquerque, NM and has an Associate’s Degree in Accounting.  She moved to Tucson in 2015 and has worked as Document Coordinator for three of the Jim Click Automotive Dealerships overseeing contracts, warranties and title documentation.

Elisabeth and her two sons, Damien and Brayden love to play soccer and are all on local teams in Tucson.

Rebecca Fredona joined Underhill Financial as our Client Service Administrator. This role will oversee Client Meeting Preparation, & Follow-Up Tasks and Management of our Financial Plans including updating client goals and data as well as invoicing.  

Rebecca was a General Manager of local restaurant franchise overseeing a staff of 25.  She managed hiring, inventory, cash management and procedures.  Rebecca is a native of Tucson and enjoys playing board games, going to the movies and enjoying time with her son, Nicholas.