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.
2020 – 1,406 Cincinnati wealth managers were considered for the award; 216 (15% of candidates) were named 2020 Five Star Wealth Managers.
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