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 registered financial advisor since 2001. He holds the Series 7, 63 and 66 and life insurance registrations. Jim is a Five Star Wealth Manager Award recipient (2020).

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.