Jim served on active duty in the United States Air Force for 20 years and retired in 2014.  His passion for investing led him into the financial services industry.  Jim prides himself as a leading specialist in comprehensive financial planning for families and small businesses.

Jim’s focus is on the comprehensive financial management process to build the accumulated wealth of clients while considering all aspects of insurance, investing, taxes, estate planning, portfolio management, Social Security, and retirement income.  He currently holds series 7, and 66 securities licenses as well as the Certified Financial Planning Professional designation.  He is an active member of the Financial Planning Association of Southwest Ohio, as well as the National Association of Active Investment Managers.  Additionally, Jim holds his life, accident & health as well as his property & casualty insurance licenses.   

Jim is active in several non-profits and volunteers in many community projects and activities. He serves on the Board of Directors for Warren County Veteran Services and is active in combating veteran suicide. When Jim is not working, he enjoys flyfishing, hunting, gardening, and reading.  Jim and his wife Laura and six children live in Springboro, Ohio.