Membership Luncheon

BACC September Membership Luncheon

Thursday September 11, 2025
11:30 AM - 1:00 PM
Guest Speaker | Jim Whitehead, CFP®, BFA™, RICP®, CEPA®

About Your Speaker

Jim Whitehead, CFP®, BFA™, RICP®, CEPA®
Financial Advisor | Crown Financial Group

With over 23 years of experience in the financial services industry, Jim Whitehead is a trusted advisor known for helping individuals, families, and business owners create sustainable wealth. A graduate of the University of Memphis with a B.A. in Business Administration, Jim holds multiple certifications including CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor™, Retirement Income Certified Professional®, and Certified Exit Planning Advisor®.

His specialties range from retirement and estate planning to Christian financial strategies, sustainable investing, and small business financial health. Recognized with awards such as the Ameriprise Client Experience Award, Five Star Wealth Manager, and Ameriprise Ultimate Digital Excellence Award, Jim is also a proud member of the Million Dollar Round Table – Court of the Table.