Jim specializes in understanding the complex wealth management needs of high net worth individuals and families and orchestrating the delivery of customized solutions to meet overall financial, wealth management and philanthropy goals.
He joined IHT in April of 2018 and has over 17 years of experience in the financial services industry. James earned a BSBA in Accounting from the University of Louisville. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant, a Certified Private Wealth Advisor, and a Certified Investment Management Analyst.
Jim is a member of the Financial Planning Association of Illinois, the Greater North Short Estate Planning Council, The American Institute of Certified Public Accountants, the Illinois Association of Public Accountants, and the Investment Management Consultants Association.
Jim lives in Lake Forest with his wife and two daughters, where they are active members of St. Marys and the Lake Forest Community. He has served on the board of Connections for Abused Women and Their Children since 2011 and is currently serving as Co-Chair of the Investment Committee for the organization. Jim enjoys golfing and gardening.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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