Jim earned a Bachelor of Science in Business Administration with concentrations in Accounting and Managerial Law from the University of North Carolina at Chapel Hill. He also holds the Certified Exit Planning Advisor designation. Jim is particularly interested in helping families manage the non-financial dynamics associated with wealth. Jim holds an active license in North Carolina as a Certified Public Accountant, and he is a Certified Financial Planner™ professional. He also works with business owners to integrate exit strategy into the owner’s business, personal and financial goals. Jim is focused on estate planning, charitable strategies, taxation, equity compensation, retirement planning, and wealth transfer issues. He provides advice on a wide range of matters related to high-net-worth families, closely held businesses and complex estates. Jim in in his 30th year working in wealth planning, corporate strategy, and taxation. Senior Wealth Strategist, Private Business Strategist, and Senior Vice President
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