Jim Underhill, CFP®, MBA is the founder and Managing Member of Underhill Financial Advisors, LLC, a full-service wealth management firm based in Tucson, Arizona. The firm works best with successful families, business owners and corporate managers facing significant transition.

Jim is a CERTIFIED FINANCIAL PLANNER Professional® with over 26 years’ experience managing clients’ portfolios—Underhill Financial Advisors, LLC services clients in 33 states.
Jim has a Mechanical Engineering degree from The University of Missouri and an MBA from the University of Pittsburgh. He is a past Board President of the Southern Arizona Estate Planning Council, a member of the Financial Planning Association, the University of Arizona Foundation’s Planned Giving Professional Advisory Council, and The UofA Personal & Family Financial Planning Advisory Board.

The cornerstone of Jim’s practice is that each client has a personalized financial plan to guide them through life’s transitions. Our planning process simplifies our client’s lives by creating a clear roadmap for their future.

Jim lives in Tucson and has been married to his wife, Suzanne, for 37 years. They have two sons, Jonathan and Jordan.

Jordan Underhill, CFP® is a financial advisor with Underhill Financial Advisors, LLC. Jordan’s responsibilities include Private Client Wealth Management, Small Business Retirement Planning, Risk Management, and Family Legacy Planning.

Jordan is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Chartered Retirement Planning Counselor™ designation, Series 7 and Series 66 Securities Licenses as well as an Arizona Life & Health Insurance License. Jordan is a member of the Southern Arizona Estate Planning Council and he is a Professional Advisory Committee Member of the Community Foundation for Southern Arizona. Jordan obtained his Business Degree from the University of Arizona, Eller College of Management.

Before joining the Firm, he worked for a Fortune 500, managing a Multi-State Region for their Small Business Sales Division.

Jordan lives in Tucson with his wife Casey, and four children, Charlotte, Desirae, James, and Graham.

Davis Baker is a Financial Advisor at Underhill Financial Advisors, LLC, where he helps individuals and families navigate complex financial decisions with clarity and confidence. His core responsibilities include in-depth financial research, personalized portfolio construction, and comprehensive financial planning tailored to each client’s goals.
He currently holds Series 7, 6, 63, and 65 Securities Licenses, an Arizona Life & Health Insurance License, and is actively pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation to further deepen his expertise and commitment to fiduciary client service. Davis obtained a Bachelor of Science Degree in Business Economics from the University of Arizona’s Eller College of Management. With prior experience at Vanguard and Fidelity, Davis brings a strong background in delivering thoughtful, client-centered financial solutions.
Outside the office, Davis enjoys life with his wife, Hannah, and their two dogs, Hank and Bella. An avid golfer and mountain biking enthusiast, he values time outdoors and the balance it brings to both his personal and professional life.

As Director of Client Relationships at Underhill Financial, Erin Brett is the heart of our client experience—bringing compassion, warmth, and a deep commitment to meaningful relationships into every interaction. A proud Tucson native, Erin is passionate about serving others and creating genuine connections that go beyond the typical client relationship.

With a diverse background in residential real estate, office management, and nonprofit work supporting both children and animals, Erin’s career has always centered around caring for people and making a difference in their lives. 

At Underhill Financial, Erin supports clients in all areas of their journey—from day-to-day needs to long-term engagement. She manages scheduling and communication, provides technical and online access support, and guides clients through onboarding. Erin also leads the planning and coordination of educational and enrichment events, as well as community outreach initiatives. She plays an active role in business development, the firm’s social media presence, and ensuring the daily operations of the office run smoothly.

Outside the office, Erin is a proud mom to three daughters—Courtney, Haley, and Brielle—and shares with them a love for fostering animals, volunteering, and giving back to the Tucson community. Her life is rooted in compassion and service, and she brings that same energy to her work every single day.

Alyson Ainza recently graduated from the University of Arizona with a Bachelor’s Degree in Personal and Family Financial Planning. Driven by a passion for financial inclusion and education, she is committed to helping individuals and families achieve greater financial well-being.
During her time at the university, Alyson served as a Cat Ambassador with the Take Charge America Institute, where she taught financial literacy to students. She looks forward to continuing her involvement with both Take Charge and the Tucson community.
A proud Tucson local, Alyson holds her hometown close to her heart. She also enjoys traveling and experiencing new cultures. She is now excited to transition from intern to joining the advisor team at Underhill.

Tamra McClurken is the newest addition to the Underhill Financial Firm, bringing extensive experience in document management, organization, notarization, and meticulous attention to detail. With degrees in Early Childhood Education and Healthcare Administration, she is deeply committed to serving others and fostering compassion within her community.

Throughout her career, Tamra has excelled in various roles, from teaching underserved populations to collaborating with law enforcement and the legal system in advocating for children and patients. She has also served as a risk manager in healthcare and coordinated healthcare services for communities in need.

A proud Northwest native with deep roots in Washington State, Tamra relocated to Tucson in 2011. She remains passionate about local outreach, often collaborating with her son, Exavier, and their church community to make a positive impact. Tamra enjoys attending sporting events, traveling, and engaging in local activities with Exavier, strengthening her connection to the community she cherishes.

Tamra’s diverse professional experience and unwavering dedication to service make her an invaluable asset to the Underhill Financial team, where she continues to apply both her expertise and her genuine care for others in every aspect of her work.

Heather joined Underhill Financial Advisors in January 2026 and serves as an

Administrative Assistant. She brings over nine years of experience supporting teams

and clients while streamlining office operations. Her strengths include process

optimization, organization, and providing reliable support to both clients and colleagues.

Her responsibilities at Underhill Financial Advisors include creating client agendas,

assembling reports, coordinating client meetings, and helping to create a positive client

experience. Heather is passionate about serving others and is thrilled to be a part of the

Underhill team.

As a third-generation Tucson native, Heather appreciates the desert environment and

local community that make Tucson a unique place to live and work. She enjoys

spending quality time with family, friends, and pets while embracing Tucson culture and

making the most of the area’s beautiful weather.