Meet the professionals who can help you

Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

About Us

The team behind Jim Sloan & Associates, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Meet The Team

Experienced Guidance. Personal Service.

Our team is committed to helping individuals and families make informed financial decisions with clarity, confidence, and care.

Jim Sloan and Elizabeth Seigler team photo

Jim Sloan & Associates, LLC Dedicated guidance, thoughtful service, and a personalized approach to helping clients prepare for retirement with confidence.

Jim E. Sloan

Wealth Manager and Six-Time Author

Jim has written six books to help those approaching retirement become informed and get the relevant facts and math on the table when making major financial decisions. He is an Investment Adviser Representative of MariPau Wealth Management, LLC, a SEC Registered Investment Adviser. Jim is also a licensed insurance agent.

Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, including The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others.

Jim also teaches a 6-hour financial education course, “Retiring Well in the 21st Century,” at multiple college campuses in the area. Jim is a U.S. Army veteran, has a private pilot license, volunteers, loves to travel, read, golf, and enjoys most things outdoors.

Six-Time Author
U.S. Army Veteran
Investment Adviser Representative
Licensed Insurance Agent

Elizabeth Seigler

Director of Operations

Elizabeth oversees the front office operations of the firm, ensuring smooth and efficient day-to-day functions. She is the first person you’ll see when arriving at the firm, and she schedules client annual reviews while also managing vendor relationships.

She is a proud married mother of two boys and an outdoorsy type who loves to fish and spend time on the lake with her family. She also enjoys spelunking, also known as cave exploration.

One of Elizabeth’s goals is to visit every state in the U.S. and experience all that this big, beautiful country has to offer.