Jim Fockens brings 36 years of experience in financial advisory and wealth management to his role at Lilley Financial Group. Since beginning his career in the late 1980s, he has guided individuals, families, and small businesses through multiple economic cycles, helping clients clarify goals, protect assets, and pursue long term financial security.

Jim holds numerous industry designations, including CLU, CHFC, PFA, CHS, FMA, CIM, FCSI, CSWP, and CEA. Over the course of his career, he has collaborated with tax professionals, estate attorneys, and insurance specialists to deliver holistic strategies tailored to each client. His areas of expertise include retirement income planning, investment portfolio construction, tax efficient strategies, education funding, estate and legacy planning, and risk management.

Clients value Jim’s goal driven approach, his commitment to transparent communication, and his ability to adapt strategies as life circumstances change. He takes pride in celebrating client milestones — whether it is parents funding education, business owners transitioning leadership smoothly, or retirees enjoying new pursuits with confidence. Above all, Jim is dedicated to providing informed, objective advice and lifelong support so that clients can move forward with clarity and peace of mind.