ABOUT US
Jim graduated from the Gatton College of Business and Economics at the University of Kentucky with a degree in Marketing. He has been a licensed financial advisor for 18 years. He holds the Series 7, 63 and 66 and life insurance registrations. Jim is a Five Star Wealth Manager Award recipient (2012-2019).

He is currently involved with Lakeside Presbyterian Church, Beechwood Alumni Association and is a board member of the Stephan D. Weiss Foundation. He enjoys coaching, playing golf, traveling and spending time with his family. Jim resides in Fort Mitchell with his wife, Jentry, and their three children, Campbell, Griffin and Grayden.
OUR TEAM
We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals