At Conover Feek, our names are on the door. We are locally owned, involved in our community and completely independent.

What does our independence mean to you? It means that we are able to offer to you the services and advice that best meets your needs, not ours. We are accountable directly to you, not to any corporate bureaucracy.

How well has this philosophy worked? Our company is now in its fourth decade of assisting our clients to reach their goals for wealth accumulation, protection and transfer.

Over the past forty years, Jim has represented client businesses and families in the successful elimination of over $1 billion dollars of transfer taxes. Jim maintains an expertise in all areas of business, estate and wealth planning, with a special emphasis on tax advantageous management strategies. Jim has attained the designations of Certified Estate Planner and Registered Financial Consultant.

Over the years, Jim has served on many nonprofit boards and chaired many community and industry organizations. He is most proud currently of his service as President-elect of Kirkland Rotary, and of achieving "Top of the Table" status of the Million Dollar Round Table (top 300 life insurance agents in the world) for the past seventeen years.

A graduate of Pacific Lutheran University, Jim was recognized as one of the university's top 100 Alumni, an award recognizing him for contributing to his professional field of achievement. He is the author of three tax courses for the Washington, Oregon, California, Virginia and North Carolina Bar Associations and Society of CPAs.

Jim loves to write articles about his favorite subjects: family estate planning, retirement strategies, business succession, corporate strategies for key personnel, wealth preservation and charitable giving. These have often been published in magazines and in local and regional newspapers. He has appeared on local radio stations, discussing the practice of marrying insurance and investment strategies in a customized plan for each client, family and business served, thus offering a real "financial boutique."

When he has free time, Jim likes to hang out with his three sons and his wife Kathy. He loves theater and music, and most things arts-related. If he manages to get away from his busy community and business life, he can be found fly fishing, boating or playing his banjo.

Jim's contributions to his industry are many. He and his firm donate to community nonprofits, he becomes involved in a leadership role in many organizations and events, he cares for his clients and the new generations of client families and client businesses, and he believes foremost in the ripple effect of good planning and good stewardship. Jim believes that "life is a contact sport" and that life is better lived with a unique combination of gusto and foresight.