Meet the professionals who can help you Pursue Your Goals
We guide individuals and families toward their ideal retirements.
Meet The Team
J. Alan Financial’s mission is to help individuals enter retirement and stay retired. Our primary focus is to help reduce income taxes on retirement assets and helping to reduce risk.
Jim Bear Investment Adviser Representative
Jim Bear has a passion for helping people and is dedicated to offering clients an array of strategies, products and services that fit their needs. Jim has owned his company for more than 20 years and is an Investment Adviser Representative.
In addition, Jim holds his insurance license in the State of Minnesota since 1988.
Jim lives in Corcoran, Minnesota, where his hobbies include being a drummer. He enjoys staying connected to his four adult children and three grandchildren and is passionate about helping the unemployed get hired.
Stephanie Bell
Director of Client Relations
Stephanie helps structure and organize Jim’s client relationship building ideas. Her favorite part of her job is meeting clients, both new and long term, and getting to know them on a personal level.
Stephanie enjoys time with friends and family, leading a Bible study, and traveling. She is creative in the kitchen, and loves finding new and interesting recipes.
Alice Ringen
Director of First Impressions
Alice is most likely the first voice you hear at J. Alan! She cheerfully reaches out to our clients, answers questions (or finds the answer!), files reports, and so much more.
Mai Torres
Administrative Support Specialist
Mai helps manage daily operations, process client requests, and keep everything running smoothly behind the scenes. She enjoys solving problems, staying organized, and creating a positive experience for every client we serve.
Outside of work, Mai loves spending time with my family and friends. Mai enjoys creativity, whether it’s painting, sewing, or making candles. Boxing is her favorite sport, and she has a passion for working on cars, including diagnosing problems and making repairs.
Lynn Swanson
Marketing and Events Coordinator
Lynn loves her position at J. Alan! She creatively puts together the weekly “Enter the Weekend” enewsletter, and she cheerfully makes sure the details for our frequent events – like meals, decor, and gift bags – are in excellent order.
Lynn loves spending time with her husband, daughters, and grandchildren. She loves all kinds of music, and has led worship from a keyboard or piano her whole life. Put her by a lake, and she’s truly in her happy place.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.