Broker Check
James M. Lewis, CPA, PFS, CFP®

James M. Lewis, CPA, PFS, CFP®

Financial Advisor

Jim is a financial advisor at McCullough and Associates, LLC as well as a CERTIFIED FINANCIAL PLANNER™ practitioner.  Jim serves his clients by providing knowledge on matters including tax planning, portfolio management, family wealth planning, retirement income strategies, wealth preservation, and employee benefits.

Jim is a Certified Public Accountant, a Registered Representative of Cetera Financial Specialists, LLC, an Investment Adviser Representative of Cetera Investment Advisers, LLC, and holds his Personal Financial Specialist designation from the American Institute of Certified Public Accountants.   Jim also holds his life, accident, and health insurance license.

Jim received his Bachelor's Degree in Accounting from Missouri State University. He has over 34 years of experience in the fields of accounting, finance, investment, and estate planning.

He is a member of the Missouri Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Financial Planning Association. Jim currently serves as a board member for Cents of Pride and Lost & Found Grief Center.  He is a former board member of the Springfield Business Development Corporation and a former board member (past president) of Ozarks Food Harvest.

Jim has earned the recognition of being a top advisor with Cetera Financial Specialists, LLC.
   President's Council (top 50 advisors) – 2011, 2015
   Leader’s Council (top 200 advisors) – 2007, 2008, 2009, 2010, 2012, 2013, 2014, 2016

In his spare time Jim enjoys spending time at the lake with his family, working out, and cheering for the St. Louis Cardinals and St. Louis Blues.


Why Choose a CFP® Professional?

No matter where you are in life, CFP® professionals know how to deliver the highest standard of financial planning service to make sure you’re on the right track. From planning for retirement to saving for college, CFP® professionals are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals.

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP®professional, you’re working with someone committed to providing the highest standard of financial planning.