Our Team

James B. Underhill, CFP®
Certified Financial PlannerTM

James B. Underhill, CFP - Certified Financial Planner

Jim founded Underhill Financial Advisors, LLC in 1997. He has an Engineering Degree from the University of Missouri and a Masters in Business Administration from the Joseph M. Katz Graduate School of Business at the University of Pittsburg. Jim is a Registered Principal with Voya Financial Advisors. He is former Board President of the Southern Arizona Estate Planning Council and is a member of the University of Arizona Planned Giving Professional Advisory Council. Jim and his wife Suzanne have been married since 1985 and have two sons, Jonathan and Jordan.

Mike Carmichael, RFC®

Mike Carmichael, RFC - Financial Advisor

Mike earned a Bachelor's degree at Northern Arizona University, obtained his securities registration, and his NMLS license. He has been professionally responsible for managing clients' accounts for over 15 years. Mike has received his Registered Financial Consultant (RFC) designation as well as the designation of Chartered Retirement Planning Counselor (CRCP) though the College of Financial Planning.

Emily Wade CRPC®
Director of Operations

Emily Wade CRPC - Operations Manager

Emily joined Underhill Financial Advisors, LLC in 2005. She has a Bachelor's Degree in Commerce from the University of Arizona. She manages all Office Administrative functions and Client Support. Emily holds a Series 7 General Securities registration and a Series 66 Investment Advisor Representative registration and has earned the Certified Retirement Planning Consultant® designation.

Jordan Underhill
Financial Advisor

Jordan Underhill - Financial Advisor

Jordan Underhill is the newest Advisor to the Underhill Financial team, joining the firm in 2018. He is the son of founder Jim Underhill, and will be focusing on Small Business retirement plans, and with Family Legacy Planning. Jordan holds a Series 7 General Securities License, a Series 66 Investment Advisor registration, and an Arizona Life & Health Insurance License. Jordan obtained his Bachelor’s Degree in Business Marketing from the University of Arizona, Eller College of Management.

Melissa Robles, FPQPTM
Senior Advisor Support

Melissa Robles - Senior Advisor Support

Melissa joined Underhill Financial Advisors, LLC in May 2016. She holds a Bachelor’s Degree in Business Administration with a Focus in Management from Northern Arizona University. Melissa’s primary role is to support development of financial plans and client meeting preparation. In addition, she provides client service support.

Jennifer Babin®
Client Relationship Manager

Jennifer Babin - Client Relationship Manager

Jennifer recently joined Underhill Financial Advisors, LLC as our Client Relationship Manager. Jennifer holds a Bachelor’s Degree in Communications & Public Relations from Washburn University, and an MBA from Friends University in Topeka, Kansas. She has over 20 years of industry related experience and will be a great addition to our team.

Jessica Mendoza
Client & Administrative Support

Jessica joined Underhill Financial Advisors, LLC as the new Client Relationship Manager. She holds an Associate’s Degree in Business Management from the University of Phoenix. Jessica provides a high level of customer service and support for existing and new prospective clients.