Jim Dinsmore

Jim Dinsmore, Wealth Manager, CFP®, CLU®, ChFC®, CEPA®, joined EGWS in 2017 after 34 years working in the industry as a successful financial advisor and insurance representative. Jim earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2004, his Chartered Life Underwriter (CLU®) designation in 1999 and his Life Underwriter Training Council Fellow (LUTCF®) designation in 1994. Since joining EGWS, he has earned his Chartered Financial Consultant (ChFC®) and Certified Exit Planner Associate (CEPA®) designations, continuing his dedication to professional growth and service to the small business, families, and individuals he serves. Jim is a member of the Society of Financial Professional Services; the Financial Planning Association; and the National Association of Insurance and Financial Advisors. Locally he is a Rotarian and serves on various boards including the Northcentral Pennsylvania Estate Planners Council and the Hope Enterprise Foundation. Jim was recognized as Hope Enterprise Foundation’s Person of the Year in 2014 for bringing the National Invitational Golf Tournament to Hope. He supports many local charities and charitable events throughout the communities he serves and embraces the role philanthropy has in his clients’ lives.

He is a graduate of The Pennsylvania State University’s Smeal College of Business, 1982. He provides holistic financial planning and asset management and develops deep personal relationships with his clients to understand their dreams, goals, business, and family considerations. Outside of the office, Jim enjoys travelling, hiking, golf, coaching college baseball, live music, and noodling on his guitars. He resides with his wife Susan, and they have two adult children, Ian, and Joseph.