Thanks to a host of professional accomplishments over the course of more than 40 years in the financial planning, investment and trust industries, Jim possesses a professional reputation as one of America’s leading financial advisors.

Consistently named one of the nation’s “Best Financial Advisers” by Worth magazine, Jim has also appeared on the cover of Barron’s as a top financial planner.

He is a CERTIFIED FINANCIAL PLANNER™ certificant, was the first Chair of the CFP Board of Practice Standards, and was a member of the CFP Board of Directors for six years.

Jim is a board member of the Bexley Community Foundation and the Kidd Family Foundation. He is a former chair and board member of the Columbus School for Girls, a former co-chair of the Professional Council of The Columbus Foundation, and a former board member of Slow Food Columbus. Jim is also a co-founder and board member of City Barbeque, Columbus.

He holds a Bachelor of Arts in Business Administration degree from Hanover College, a MBA from Texas Christian University, and a MS degree in Financial Services from The American College. He is an honors graduate of the National Graduate Trust School at Northwestern University.

Jim is a member of the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA) and the nationally recognized wealth management consortium, The Alpha Group.

In 2012, Jim was inducted into the Junior Achievement of Central Ohio Business Hall of Fame, and in 2011 he was the recipient of the Society of Financial Service Professionals “Hall of Fame” award, in recognition of his lifelong dedication to the financial services profession.