Meet The Team
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 E. Sloan is the founder of Jim Sloan & Associates,LLC, a comprehensive wealth management firm located in Highlands Ranch,Colorado. Jim is an Investment Adviser Representative of AE Wealth Management,LLC, an SEC Registered Investment Adviser. This relationship allows Jim Sloan& Associates, LLC to bring institutional-level experience, practices, and pricing to individual families.
Jim is also a licensed insurance agent in Colorado and Texas, and is the author of six financial books, aimed at helping investors become financially informed.
Jim is a U.S. Army veteran, native Houstonian, and lives on the Front Range in the Denver area, volunteers with several charities, believes in the name of Jesus, loves to travel, and enjoys most things outdoors.
Lauren Rain Client Relationship Manager
Lauren joined Jim Sloan & Associates, LLC in 2019, as the Client Relationship Manager. She is a professional with empathy and her primary role is to build, maintain and strengthen our firm’s relationship with clients. Additionally, she oversees our new business team, monitoring our client accounts processes for efficiency.
Lauren has lived in several states, mostly in Texas, and calls Colorado her home. She loves the outdoors, hiking, snowboarding, and spending time in the mountains. She is quite the dog lover and her dachshund is her pride and joy.
