My primary role is to develop your holistic plan addressing all of your financial, tax, insurance, and legal needs. This planning process includes everything from determining the best Social Security claiming strategy to evaluating ways to minimize your tax burden throughout your lifetime. I’m also the resident Medicare expert. In this role, I guide our full-service clients through the often confusing landscape of healthcare after age 65. The thing I love most about my job is the chance to help people make some of their most important life decisions.
Jim received a Bachelor’s degree from Miami University in Oxford and worked in the Media Industry for 23 years. At WKRC (Local12), Jim served as an Account Executive for many years and finished up his career as National Sales Manager. In the media sales arena, Jim adapted to a constantly changing environment and developed his skill of listening to clients’ needs in order to deliver results they want. Jim and his wife, Julie, have been married 25 years and have 4 children. In his free time, Jim enjoys coaching his son’s football and basketball teams.
*CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (the American Financial Education Alliance), and who agreed to uphold the highest moral, ethical, and fiduciary standards of service when providing advice to potential existing clients.
“We make a living by what we get, but we make a life by what we give.” — Winston Churchill