Sr. Wealth Advisor
JD, CFP®, AIF®
Jim began his wealth management career in 1979 as the founder of First Ohio Planning after earning his law degree from Capital University and a bachelor’s 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. Jim is recognized by the Foundation for Fiduciary Studies as an Accredited Investment Fiduciary (AIF) as well as having obtained the Certified Financial Planner™ designation from the College for Financial Planning.