Our Qualifications

     Managing Director Jim Frazier has over thirty years of experience providing tax compliance and planning, accounting, business consulting, investment services, wealth preservation strategies and financial planning services to individuals, trusts, businesses and Charitable entities.

     Jim holds the following Professional Degrees, Designations, Registrations and Licenses:

• Certified Public Accountant
• Certified Financial Planner
• Certified Option Advisor
• Personal Financial Specialist (AICPA)
• Master of Taxation Capital University
• B.S.B.A. The Ohio State University
• IRA Distribution Specialist
• Registered Investment Advisor
• Insurance Licensed

     Jim is a life-long central Ohio resident, and a member of the American Institute of Certified Public Accountants and the Financial Planning Association.