Meet the professionals who can help you
Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
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 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, 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 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 most things outdoors.
Director of Operations
Brianne supports the firm with ongoing day-to-day operations, provides excellent client service and helps process new business.
Brianne is a retired collegiate athlete who is currently working to achieve a Bachelor’s degree from Sam Houston State. On the weekends, she enjoys traveling, painting, coaching softball, and hiking.
Alan’s primary role is supporting the lead advisor in financial planning preparation for client meetings and overseeing the marketing initiatives of the firm.
Alan has earned a Bachelor’s degree in finance from Sam Houston State University. On the weekends, he enjoys playing golf, watching baseball, and spending time with friends and family.