Meet Jim
Jim is a Sr. Wealth Advisor based in Columbus, Ohio. He joined Mercer Advisors in 2020 through the acquisition of First Ohio Planning, LLC, which was the wealth management firm he built and ran beginning in 1979. Jim earned his law degree from Capital University and a B.A. degree from the University of Virginia. His areas of expertise include high-net-worth financial planning, life insurance strategies, estate planning, and company-sponsored retirement plans. He is an Accredited Investment Fiduciary (AIF®) and a CERTIFIED FINANCIAL PLANNER® professional.
Jim’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Jim has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Guiding clients through living in retirement with steady income and smart planning
- Family businesses navigating succession, liquidity, and legacy goals
His working style
Jim is known for his thoughtful questions, calm presence, and ability to simplify complex financial decisions. As a Sr. Wealth Advisor, he’s passionate about building long-term partnerships rooted in trust, transparency, and a shared sense of purpose. If you value collaboration and want a steady hand guiding you through life’s most important financial moments, Jim is a great fit for you.
Jim in real life
What keeps you busy outside of work?
I’m involved with charities and play tennis.
How do you give back?
I volunteer at Meals on Wheels and ASPCA, and participate in Donor Advised Funds.
Why do you like working at Mercer Advisors?
I mainly appreciate working with the people, who share a similar interest in helping people amplify and simplify their financial lives.
Meet Jim’s Teammates
Lisa J. Miller
Manager of Operations
What Jim Says
Lisa is the “glue” to our client relationships. I don’t think anyone cares more about our clients than Lisa.
Courtney Foley
Sr. Retirement Plan Manager
What Jim Says
Courtney possesses the skills to navigate the complex world of ERISA which is helpful for educating clients on retirement plans.
David S. Currier
Wealth Advisor
What Jim Says
David’s depth of investing knowledge and his unflappable demeanor help keep the complexities of investing grounded and understandable for clients as well as teammates.
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