Meet Our Financial Advisor
Jim Boldt, CLU®, ChFC®, LUTCF®, CFE®
In September of 2021, I sold my former Insurance agency of 12 years and begin my financial advising career. Shortly after that, my team and I purchased a property on Rosehill Road in Lenexa near I-35 and 95th Street.
I am certified through the American College of Financial Services as a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Life Underwriter Training Council Fellow (LUTCF®), and I am also a Certified Financial Educator (CFE®). My CLU® designation reflects advanced expertise in life insurance, estate planning, and business succession, earned through extensive graduate-level coursework. As a ChFC®, I’ve completed comprehensive training in holistic financial planning, including retirement, tax, investment, and risk-management strategies. My LUTCF® designation provides a strong foundation in ethical practice, client-focused service, and needs-based insurance planning. In addition, my CFE® credential demonstrates my commitment to financial literacy and my ability to clearly communicate financial concepts to individuals, families, and community groups.
For 12 years, I’ve served as president and board member of the Society of Financial Planning Professionals(SFP®) in Kansas City. I am also a member of the National Association of Insurance and Financial Advisors(NAIFA®). I am a member of St. Paul Parish in Olathe, Kansas, where I am involved in several ministries.
When I’m not working at the agency or in the community, I enjoy spending time with my wife, adult children, and grandkids. My perfect weekend includes taking my wife to dinner, working on home projects, and kicking back to watch the Chiefs, Royals, or a college football game.
Alina Velez
Client Service & Office Administrator
Alina helps keep the firm running smoothly by managing schedules, coordinating day-to-day communications, and supporting overall business operations. She is committed to providing exceptional client service and brings a strong work ethic instilled by her parents. Her role requires keen attention to detail and the ability to juggle multiple responsibilities with ease—challenges she genuinely enjoys.
Before joining the team, Alina worked in health care, where she gained valuable experience in fast-paced, high-pressure environments and learned the importance of doing the job well. She is currently pursuing a degree in Business Administration and enjoys applying her coursework directly to her work at the firm.
Originally from Centerville, Kansas, Alina recently relocated to Johnson County. Outside of work, she loves spending time with her family and hanging out with friends.