Jim Morrison, CFP®, AEP, CLU, ChFC

Phone:  406-294-3080 x 235

Email:  morrison@CreativeBusinessStrategies.net

Professional Designations and Education Professional Designations

• Certified Financial Planner (CFP®) - Certified Financial Planner Board of Standards.

• Chartered Financial Consultant (ChFC) - The Society of Financial Service Professionals®.

• Chartered Life Underwriter (CLU) - The Society of Financial Service Professionals®.

• Currently enrolled in Richard D. Irwin Graduate School of The American College course for an Accredited Estate Planner (AEP) designation.
   

Memberships

• Christian Business Men's Committee

• Financial Planning Association (FPA)

• International Member, Million Dollar Round Table (MDRT)

• The Society of Financial Service Professionals®.

• YMCA Endowment Board

Personal

• My wife, Cara and I have four children; Briana, Haley, Taven and James.

• I enjoy playing Tennis, Cardio and Weight Training.

• Participate in various Christian Fellowship Groups.

• Enjoy spending time with my children.