Jim is the firm’s founder and current Chairman of the Board. For over 30 years, he has advised businesses, executives, and retirees on complex investment, tax, estate, and accounting matters. As a Certified Public Accountant, Jim has comprehensive knowledge of multiple financial subjects. Jim’s investment expertise includes serving on an Investment Advisory Committee of a national financial service provider of tax and accounting professionals. It was there that he helped develop an investment process that is still used today. Jim has an accounting degree from The Ohio State University where he was a member of TBDBITL, the OSU Marching Band. After receiving his degree from OSU, he went on to receive his Master’s in Taxation from Capital University. Jim is a Certified Public Accountant, a Certified Financial Planner™, and has various securities and insurance licenses. He is also a member of the Worthington Estate Planning Council. Jim is active with several Central Ohio charities. He resides in Powell with his wife, Cheryl, and has three adult children: Carrie, Josh, and Jeff.