INSIDETUCSONBUSINESS.COM
APRIL 9, 2021
7
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BUSINESS SPOTLIGHT
Tucson Business, Community Leader Jim Starks Adds Depth to Team Through Partnership with Wilde Wealth Management Group
S
ince 1989, Jim Stark, CFP®, CIMA®, has worked diligently and
Hallmark Financial.
responsibly for families across Southern Arizona, providing thoughtful, customized financial investment services for retirement planning, 401(K) plans and education savings, utilizing both in-depth fundamental and technical analysis. The CERTIFIED FINANCIAL PLANNER and University of Arizona alum leads JRS Wealth Management Group, which made headlines in 2019 after announcing its partnership with Wilde Wealth Management, an award-winning and independent financial advisory firm with offices in Scottsdale, Tempe, Glendale, Payson and Indiana that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. The affiliation also included partnering with colleague Sherry Hall and her Tucson team at
Group, serving as an Investment Advisor,” says Stark. “The relationship developed “He is calling Tucson his as part of a natural progres- home base, working handsion as both our team and in-hand with my team from Hallmark realized we needed our River Road office. to add youth and depth to our practices, and we wanted A Tucson native, Lewis has to do so with the highest worked in the banking and quality people,” said Stark. finance industry for over “While I still plan to contin- a decade, most recently at ue in this industry for years Edward Jones in Southern to come, the partnership Arizona. ensured that we’d taken the steps to safeguard the long“I’ve known Jim [Stark] proterm success of our clients’ fessionally for years, which futures.” eventually led to getting to know Wilde Wealth better Over the past year-plus, through their affiliation,” according to Stark, it has says Lewis. “Wilde Wealth’s become clear the decision reputation both in Arizona to affiliate was an excellent and nationwide, notably its choice. So much so, the managing principal Trevfirms are ready to grow or Wilde being named to together in new ways in 2021 Barron’s annual list of top and beyond. 1,200 advisors nationwide consecutively for more than “Together with Wilde, we’ve a decade – including No. 1 welcomed fellow Tucson overall in Arizona in 2020 business leader Tim Lewis – precedes itself. Getting to to our shared Tucson office. know them more personally Lewis is a new member of beyond just professionally Wilde Wealth Management made the eventual decision
to join the firm an easy one.” Lewis has a bachelor’s degree in Business Administration with an emphasis in Finance from the University of San Diego. He and his wife, Stacy, have four children ranging in age from 7 to 19, and in his spare time Lewis participates in the Knights of Columbus and coaches both local youth baseball and football in the area. Lewis also sits on the board of directors for Canyon View Little League and is a den leader with the Cub Scouts.
The combined JRS Wealth Management and Wilde Wealth Management Groups in Tucson.
zona and Indiana is threefold: to offer boutique, customized investment “Tim’s combination of planning advice; to offer financial experience and ser- clients expanded in-house vant leadership make him a service offerings from fellow natural fit on our team,” says independent specialists in Wilde, a University of Arizo- the fields of legal, taxes, na alum and former Arizona risk management, family Wildcat football player. services, real estate and insurance; and to give back According to Wilde, who to the community that has founded Wilde Wealth with given them all so much for so his father, Bill, in 2003, the many years. mission for the combined Tucson team as well as the “Together, the team is able to rest of its offices across Ari- not only take all the pieces of
a client’s financial puzzle and organize them, but use them to build a solid foundation that will serve not just the client, but his/her family for generations to come,” says Wilde. “We are also able to harness our combined passion for southern Arizona to make a real impact on the community-at-large here as well.”
For more information, please visit www.jrswmg.com. Stark and Lewis can be reached at (520) 577-9500.
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/CPCIGOGPV )TQWR Financial Planning ♦ Investment Management ♦ Estate and Tax Planning
An affiliate of Wilde Wealth Management Group
Welcomes
520.577.9500 Fax: 520.577.9522
Investment Advisor Representative
tim.lewis@jrswmg.com jrswmg.com
Tim Lewis
To Your Local Team!
Our commitment to serving the Tucson area is stronger than ever.
Tim Lewis
Jim Stark
Trevor Wilde