James O. Lunney is a Wharton Business School Certified Investment Management Advisor graduate with over 35 years of investment management experience, and affiliated with LPL Financial since 1996. Jim’s Bachelor of Science degree is in Business Management from Montana State University. Jim is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®).
Jim is the creator of The Wealth Planning Strategy™, a custom designed thinking process that incorporates tools, techniques and systems that provide the firm’s clients with direction, capability and confidence.
Outside the office, Jim and his wife, Elaine, enjoy skiing, biking and horseback riding. They have two adult daughters. Tiffany is an Intellectual Property Litigation Attorney in Dallas and Brittany is an investment advisor here at The Wealth Strategies Group.