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.

Jim E. Sloan

Wealth Manager and Six-Time Author

Jim is a six-time author, and his books were written to help investors become financially informed. He is an Investment Adviser Representative of Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. Jim is also a licensed insurance agent in multiple states.

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, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others. Jim also teaches an adult financial education course at multiple college campuses in the area.

Jim is a U.S. Army veteran, has a private pilot license, volunteers regularly, loves to travel, read, golf, and most things outdoors.

Mathew Fowler

Director of Operations

Mathew supports Jim with ongoing day-to-day operations, providing excellent customer service, processing new business, and servicing established client accounts.

Mathew is a U.S. Army veteran who is currently working on his bachelor’s degree in finance, enjoys hiking, fishing, mix martial arts and working on home renovations.

Jim E. Sloan

Six-Time Author

READY TO TAKE

The Next Step?

For more information about any of the products and services we offer, schedule a meeting today or register to attend an educational event.

 Or give us a call at 281.985.1990