Our team of CPAs and accountants leverages decades of industry experience to provide a full range of management advisory services. Whatever your business’s stage of maturity, we can help you reach the next level. As trusted management advisors, we are here for consultation at key moments, from business inception through day to day operations and long term planning.
Decisions you make at the start of your endeavor will have long lasting impact. We’ll make sure you get off on the right foot.
Successful businesses don’t happen by accident. Hard work and planning go hand in hand to keep you on track in the long run.
Running a successful business requires you to understand it from both sides of the desk. We provide you with data to make efficient day to day decisions.
Contact us when it’s time to move forward.
Kim graduated from James Madison University with a Bachelor of Business Administration in Accounting. She is a licensed CPA with 25 years of diverse accounting experience. Kim has extensive experience in assisting clients in preparing financial statements in accordance with current standards, preparing tax returns, conducting reviews and compilations for construction contractors and small businesses.
Kim is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She has previously held board positions on the RHS, NRMS, and BRES PTAs, BSA Troop 14, Fawn Lake Fliers Swim Team, Fawn Lake Triathlon, and is currently active with the Fredericksburg Regional Chamber of Commerce.
Kim’s strongest skills cover many aspects of financial reporting and taxation, including cost control principals, ledger analysis, financial statements, budgeting, taxation, and economic regulations. Her broad experience in this deadline-driven environment enables her to successfully help build a better financial future for both regional businesses and individuals.
Since beginning his accounting career at YHB in 1998, Alex has provided tax planning, compliance, business consulting, business valuation and litigation support services to closely held businesses, high net worth / high net income individuals, and other clients in a variety of industries and professions. He has a B.S. in accounting as well as an M.S. in accountancy (concentration in taxation), both from Virginia Tech.
Alex is involved in several organizations including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and is licensed as a CPA in Virginia and West Virginia.
His experience includes assisting business owners with succession planning, analyzing financing structures, and negotiating business sales and other transactions. At YHB, he helps guide the firm’s Business Valuation and Litigation Support Team, in addition to providing clients with comprehensive tax and consulting services.
Alex excels in helping clients leverage opportunities to save tax while staying within IRS guidelines. He is skilled in providing international tax services, representing clients before tax authorities, and serving as an expert witness for clients engaged in the litigation process. As a Certified Valuation Analyst (CVA) and a CPA Accredited in Business Valuation (ABV), Alex also provides valuation services for gift and estate tax reporting, estate planning, due diligence in relation to buying and selling a business, marital dissolutions, and owner disputes.
In serving clients, Alex strives to deliver five-star service characterized by responsiveness, timeliness, thoroughness, accuracy and proactive communication. He also thoughtfully monitors business trends, changes in tax laws and developments in the economy to see how they may affect the clients he serves, so he can proactively help them take appropriate steps to reduce their tax liability and better achieve their financial objectives and goals.
Dorrie graduated from George Mason University in 1997 with a Bachelor of Science in Accounting and later received her Master’s degree from the University of Phoenix in 2010. Since entering the world of public accounting Dorrie has focused on construction and small business on both attest and tax engagements. Dorrie previously acted as a controller in private industry, responsible for forecasting, budgeting, monthly close process, general ledger analysis and year-end financial procedures.
In addition to working on attest and tax engagements, Dorrie provides consulting services for clients with selection, execution, and training of various accounting process and software solutions. She utilizes her accounting and industry knowledge to aid businesses on deciding which tools to implement for current and future requirements. When doing this, she is able to leverage her technical experience with her unique understanding of the challenges businesses face.
Dorrie is an active member of both the American Institute of Certified Public Accountants and the Virginia Society of Public Accountants. Additionally, Dorrie is a current member of the Associated General Contractors (AGC), the Associated Builders and Contractors (ABC), National Association of Homebuilders, and Construction Industry CPAs and Consultants (CICPAC).
Adrian began her career at YHB in 1999, with a B.B. A. from Old Dominion University. She is a Personal Finance Specialist (PFS) as well as certified in Strategy & Performance Management from Mentor Plus. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants (VSCPA). She is also an Evaluator for the VSCPA Educational Foundation Scholarship Selection Committee, a Board Member of the Dental Clinic of Northern Shenandoah Valley and a Board Member of the Top of Virginia Regional Chamber
Adrian provides individual and business tax planning, compliance and consulting services to a broad range of clients ranging from family-owned businesses to personal service corporations. She works with businesses and their owners, as well as other successful individuals, with strategic and financial planning. In addition to serving clients, Adrian provides mentoring and tax training for YHB staff members as well as educating local students on the opportunities available for those considering careers in accounting.
Adrian specializes in providing tax and consulting services to individuals, partnerships and corporations. She has extensive experience with the tax and financial challenges business owner’s face. The Personal Financial Specialist (PFS) certification allows Adrian to combine her tax expertise with her knowledge of financial planning to provide clients with comprehensive financial strategies.
One of Adrian’s greatest strengths is her ability to help business owner’s understand and analyze their financial data to enable them to make informed business decisions. She enjoys working with clients to develop effective tax and financial plans then helping them measure their progress. In addition, Adrian believes communication is critical and is continually working with clients to keep them up to date on current developments and tax law changes.
American Institute of Certified Public Accountants, Member
Virginia Society of Certified Public Accountants (VSCPA), Member
VSCPA Educational Foundation Scholarship Selection Committee, Evaluator
Dental Clinic of Northern Shenandoah Valley, Board Member
Top of Virginia Regional Chamber Valley Business Women, Committee Member
B.B.A. from Old Dominion University
Personal Financial Specialist (PFS)
Certificate in Strategy and Performance Management from Mentor Plus
Chris joined YHB in 2001 with a B.S. in finance, accounting and accounting information systems from James Madison University. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. He has served on the Culpeper County Chamber of Commerce as a member, on the Board of Directors, as Chairman of the Small Business Committee.
Chris delivers a broad range of accounting, tax, assurance and business consulting services to clients throughout the Culpeper area, with a focus on the construction industry and small businesses. Besides helping to manage the firm’s Culpeper office, Chris is a member of YHB’s construction and business consulting teams. His experience includes preparation of financial statements and corporate/partnership income tax returns for private company clients, as well as service in the U.S. Navy.
Chris is highly skilled at helping the owners of small businesses set goals and develop strategic plans. He then continually measures performance to achieve those goals. His deep knowledge of business operations and management makes him adept at identifying ways for clients to increase operational efficiency and take advantage of growth opportunities, tax credits and profit enhancement strategies. He also excels at helping clients with tax planning and compliance, retirement and succession planning, and selecting and installing accounting systems.
For Chris, communication is the key to effective client service. So he talks at length with clients to determine their goals, understand their situations and gain insight into what’s happening in their businesses and personal lives. He then uses strategic dashboards, benchmarking, what-if analysis and other tools to track performance, identify areas for improvement and develop solutions that help move clients ahead. To keep clients on track and head off potential problems, Chris touches base with them frequently to see how things are going and to suggest ways to increase their success.
Chris enjoys spending time with his family, learning about new technology and the impacts it will have on business, and playing golf.
Alex Fleming graduated from Lynchburg College with a Bachelor’s degree in Accounting in May 2008. He interned with YHB right after graduation and then joined the firm as a full-time professional the following year in August 2009. During that interim year, he studied for and passed all four parts of the CPA exam and joined the AICPA and VSCPA. Alex began his YHB career with the bank audit team but has transitioned to the tax department out of the Middleburg office. He now specializes in complex tax planning and compliance for individuals, estate, trusts, private foundations, and privately-held companies. Alex has also obtained the Personal Financial Specialist (PFS) certification from the AICPA in September 2017.
Alex is a native of Loudoun County, specifically the Middleburg area. He is an active board member for the Middleburg Business and Professional Association, the Hill School Alumni Association, and the Piedmont Child Care Center. He, his wife, and two sons now live near Warrenton with their two dogs.
Lynn graduated from Virginia Tech with a Bachelors of Science in Accounting. She is a licensed CPA with over 38 years of accounting experience in the public and private sector. Lynn is a member of multiple organizations, including the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Lynn has extensive experience in providing a full range of tax services in compliance with laws and regulations. She performs innovative income tax planning, complex tax return preparation and review for individuals, corporations, partnerships and trusts.
In order to best serve her clients, Lynn takes the time to fully comprehend their specific situations and concerns. She knows how important it is to keep her clients informed about any relevant tax law legislation that is important to their business needs. She strives to help her clients fine tune their accounting processes so that they can work faster and smarter and achieve their goals.
A passionate accountant who loves working at Yount Hyde Barbour, Tom has been with our firm since beginning his career in 1984. He has a B.S. in accounting from Shepherd University and has been recognized as a “Master Rainmaker” by the Rainmaker Academy and a “Super CPA” by Virginia Business magazine.
Tom is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants; additionally he served as Chairman of the Board at the Loudoun County Chamber of Commerce and was a former Trustee at the Loudoun Healthcare Foundation.
Over the years, Tom has provided a variety of audit, tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies, with a focus on medical, law, engineering, and consulting firms. In addition to having served on the YHB board of directors, Tom champions our Professional Service Firm team and is heavily involved in developing our Government Contracting practice.
As a leader of our firm, Tom is personally familiar with the challenges and issues professional service firms must deal with. So he is literally one of the best in helping clients with entity selection, tax planning, benchmarking, compensation formulas, forecasting, profitability improvement, and succession planning, including assistance with mergers and acquisitions. His team excels in providing government contractors with financial projections and analysis that helps control costs, improve cash flow and make decisions that advance their success.
In providing services, Tom tries to put himself in the client’s shoes and ask himself what he would do to address challenges, increase profitability, and plan for the future. His goal is to become part of a client’s team as an objective, third-party advisor who can help separate emotion from decision-making, so the client maximizes the long-term health of its organization. When he encounters a need that lies outside his main expertise, Tom brings in the right people from YHB to do the job. His measure of success is not how much fee he collects, but how good the client feels about the service his team provides.
Chris joined Yount, Hyde and Barbour, P.C. in 2004 after graduating from Virginia Tech, where he earned a B.S. degree in accounting. He is a member of multiple committees, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, the Associated Builders and Contractors, the ABC-VA, Management Education Committee, the Associated General Contractors (AGC) and the Construction Industry CPAs/Consultants Association.
During his time with the firm, Chris has focused his efforts on providing audit, review, compilation and tax services to clients in a variety of industries, including construction, government contracting, real estate and not-for-profit entities. Chris also specializes in assisting clients with strategic performance management, including the implementation of dashboards and overall process improvements.
Through continuing education and professional development, Chris stays up-to-date on the trends and changes affecting his clients’ industries and the accounting profession as a whole. He regularly speaks and writes articles on these relevant topics as they arise. In addition to being a licensed CPA, Chris has also earned a CSPM (Certified in Strategic Performance Management) designation through MentorPlus®. This designation allows Chris to provide value to his clients above and beyond tax, audit, and other compliance services.
Chris strives to take a “client centric” approach, where services are based on the actual needs of the client rather than a specific commodity or deliverable. By taking time to understand the operations of a business and its future goals, Chris is able to provide superior customer service and help clients avoid and plan for potential difficulties, rather than just accurately reporting on them once they occur.
Chris enjoys spending time with his wife and two sons. His hobbies include exercising, strength training and running, as well as following Virginia Tech Athletics. He served as assistant basketball coach at Millbrook High School from 2004 – 2014.
Brian is a 2000 graduate from Virginia Tech with a Bachelor’s degree in Accounting. He joined the firm shortly after graduating and is now a tax principal in the Leesburg office. As a native of western Loudoun, Brian is familiar with the diverse people, places, and ideas that make Loudoun County unique.
He is experienced in providing income and business consulting to highly successful individuals in numerous professions. Brian is also involved with the family wealth planning team where he focuses on estate planning, taxation, estate, and trust administration.
With over 16 years of public accounting experience, Brian brings his unique relational style to providing real solutions to clients. In addition to individuals, his practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
To stay on top of national and local changes or trends Brian is an active member with the American Institute of Certified Public Accountants (AICPA) and the Virginia Society of Certified Public Accountants (VSCPA). He is also active with the Loudoun County Chamber of Commerce’s Lead Share groups as well as the Wealth Builders Connect organization.
Working with clients in such a close role is not one that Brian takes lightly. While the importance of being technically sound is always a priority, it is not lost on Brian the reason we do what we do – people. Brian’s goal is to develop a lasting relationship with each client that moves beyond compliance to providing real solutions that deliver peace of mind.
Brian is readily accessible to provide advisory services on technical questions and simple ones. He regularly meets with bankers, attorneys, real estate agents and various other service providers to assure his clients always have access to the experts they need.
Allen joined YHB in 2020 as the firm’s Chief Financial Officer. He oversees the day-to-day operation of the firm and works closely with YHB’s Managing Partner, Executive Committee and Board of Directors.
A native of Charlottesville, VA, Allen holds a Bachelors Degree in Industrial and Systems Engineering from Virginia Tech and an MHA from the Medical College of Virginia/Virginia Commonwealth University. He is also a Fellow of the American College of Healthcare Executives and has spoken on physician practice integration and physician compensation for professional societies. Allen also taught finance as adjunct faculty at the George Mason University Department of Health Administration.
Allen’s professional career in finance and administration has given him broad experience across multiple professional services settings with deep knowledge in healthcare and physician practices. Prior to joining YHB Allen served as Controller for a $400M multi-specialty academic physician practice.
Jeremy is the Chief Marketing Officer at YHB overseeing the firm’s strategic marketing, business development and communication efforts. In addition to working closely with firm leadership, Jeremy regularly works to develop younger staff and assists with training and development. He is active in the Berkeley County and Top of Virginia Chamber of Commerce and a member of the Association for Accounting Marketing. Additionally, Jeremy volunteers with Habitat for Humanity and serves on committees for AAM Strategic Communications and local Chamber marketing groups.
Jeremy made his entrance into the professional services world working in the marketing department at one of the top law firms in the world headquartered in Pittsburgh, Pennsylvania. There he worked closely with the business development team, providing client intelligence and market analysis. Before beginning his career at YHB Jeremy oversaw the marketing and outside sales for a manufacturing company based in Maryland.
In 2020 Jeremy received his Professional Certified Marketer in Marketing Management certification from the American Marketing Association.
Martinsburg-Berkeley County Chamber of Commerce
Top of Virginia Chamber of Commerce – Marketing Committee
Association for Accounting Marketing – Strategic Communications Committee
Habitat for Humanity – Winchester Clarke County Resource Development Committee
David joined Yount Hyde and Barbour in 1999 after graduating from West Virginia University with a B.S.B.A. degree. A tax specialist who works in depth with his clients, his focus is on banks and closely held businesses of any size. He is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. David is a designated Chartered Global Management Accountant. He has served on the board as both president and treasurer for many local non-profits and civic organizations including, Boys and Girls Club of Northern Shenandoah Valley, Millbrook High School Band Boosters, and Kiwanis Club of Old Town.
Offering an extensive array of services, he is a trained business mentor and coach, providing advanced levels of strategic planning for owners and managers, consulting with management on a variety of critical business decisions including accounting systems implementation, changes in business operations, mergers and acquisitions, and developing growth and exit strategies. David also specializes in winery and vineyard operations, auto dealerships, agribusiness, and franchises.
As someone who is not afraid to get his hands dirty by getting involved in the day to day operations of a business, David takes that internal working knowledge and applies best practices from across all sectors to help each client develop and achieve their goals. He has extensive knowledge of the challenges that business owners and financial operators face and will work side by side his clients to ensure they are informed and making the best choices possible to advance their companies.
He is proficient in numerous software packages. David excels at developing personalized financial strategies for each business he works to help them reach their goals of improved profitability, growth, and long term stability. Because he takes such a vested personal interest in all of his clients, David is most dedicated to minimizing the tax impact for all of the clients he serves.
David values the personal relationships that are formed with clients and works hard to maintain the lines of communication year-round. By taking the time to find out what makes people tick, he is able to effectively apply business and tax solutions to meet client needs and long term goals. Because the rules of the trade are ever-changing, David carefully advises clients from all angles, oftentimes thinking out of the box, but well within regulations, to provide the best possible answer and ensure client satisfaction.
David enjoys weekend vineyard tours with his wife, playing and coaching soccer with his daughters and outdoors activities such as biking, camping and hiking. In his free time, he likes to watch WVU sports and root for his alma mater.
Since beginning his career at Yount Hyde Barbour in 1991, Kevin has been focused on helping construction companies, developers and real estate firms maximize their financial success. He has a bachelor’s degree in business and economics from Randolph-Macon College.
Kevin is a member of numerous community organizations such as the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Associated Builders and Contractors, the National Association of Homebuilders. He is an executive committee member of the Construction Financial Management Association (Central Virginia Chapter) an Associate Representative of the AGC Virginia State Board of Directors and the Treasurer of the AGC Valley District.
Kevin is highly experienced in delivering a broad range of accounting and business advisory services, including tax planning and filing, audits, succession planning, and profit improvement consulting. And through his active participation in various construction trade associations, he has developed a keen understanding of industry trends and issues.
Kevin excels in advising construction businesses and their owners on ways to minimize taxes and achieve their objectives. Because of his extensive network of community contacts, he is especially effective at facilitating relationships with bankers, bonding agents, sureties, and other professionals who can provide the credit and services contractors and developers need to succeed. He also is skilled at conducting operational reviews and helping YHB clients choose business structures and accounting methods that lift their bottom lines.
As Kevin sees it, the key to effective client service is developing a good relationship with a business’s owners and managers. So, whatever the purpose of an engagement, he begins by sitting down with you to discuss your needs and objectives and learn how you operate. By listening carefully, he is better able to identify issues to address and changes to make so that you not only achieve your objectives, but also maximize your success.
An avid golfer, Kevin enjoys spending time on the greens, or with his wife , daughter and son.
Nick joined YHB in 2020 with over 15 years of experience in the industry. Nick is a graduate of Carthage College with a BS in Accounting and Business, the University of Connecticut with an MA in Accounting, Case Western Reserve University with a JD, and Georgetown University with an LLM in taxation. Nick has also worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility.
Nick’s expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure.
Theresa graduated from James Madison University with a BBA degree in Accounting. She is a licensed CPA with over 25 years of public accounting experience. Theresa has extensive knowledge and a proven track record of consistently and effectively delivering accounting services focused on enhancing the clients’ profitability and sustainability. She works with a variety of clients in various industries in preparing financial statements in accordance with current standards, performing audits, review and compilation procedures, and preparing tax returns.
Theresa is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Theresa’s strongest skills cover many aspects of financial reporting and taxation, including laws, cost control principals, ledger analysis, financial statements, budging, taxation, and economic regulations. She often consults with clients regarding tax planning, implementation of general accounting principles and improving internal control processes in order to identify and deliver tax and advisory solutions to help them achieve their goals.
Megan is a Manager at the Culpeper office of Yount, Hyde & Barbour where she provides businesses and individuals with accounting, tax and advisory services. Megan began her career in 2007 with YHB after graduating from Bridgewater College with a Bachelor’s degree in Business Administration, concentrating in Accounting, and a minor in Communication Studies. She provides management with continual and ongoing consulting services by helping clients establish internal financial procedures and ensuring that their accounting system is set up to match their needs. Megan became a Certified QuickBooks® ProAdvisor to learn more about QuickBooks® in order to teach her clients better accounting skills.
Christen is a Manager based in our Winchester office. She received her Bachelors degree in Accounting and Finance in 2006 and her Master of Science in Accounting in 2007 from the University of Virginia. After graduating she spent time as an Analyst at Accenture then as a Senior Associate at PricewaterhouseCoopers in McLean, VA.
Christen joined YHB in 2011 working across the Firm providing tax and advisory services to clients. After several years of working at YHB Christine returned to the University of Virginia to successfully receive her Masters of Business Administration in 2017.
Christen provides a sounding board for business owners ideas and suggests ways to address challenges and help you take care of daily operations and plan for the future of your business.
Her specialized understanding of a wide variety of industries enables Christen to deliver exceptionally effective service and advice. Her community of professional contacts allows her to quickly connect you with the other resources you may need to achieve your objectives.
To help her clients streamline backend processes in a secure and effective manner, Christen became Bill.com certified.
Whether you need a bookkeeper for your startup, a part-time CFO for your growing business, or a replacement for someone who’s left , Christen is ready help you exceed expectations.
University of Virginia
Jeanette has over 30 years of experience in public accounting, specializing in construction accounting and tax. Since 1980, her career has focused on accounting for closely held companies.
Her tax expertise consistently yields significant savings to corporate, partnership, and individual clients. Her knowledge of business financial management enhances client productivity and profitability. Jeanette also contributes to published works on construction accounting.
In addition to being a member of the American Institute of Certified Public Accountants (AICPA), Jeanette is also active in the Virginia Society of Certified Public Accountants (VSCPA), the Construction Financial Managers Association (CFMA), and the Associated General Contractors of America (AGC).
Johanna graduated from Fordham University with a Bachelors of Science in Accounting. She is a licensed CPA with over 20 years of accounting experience and is also a Notary Public. Johanna is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants. She is also active with the Fredericksburg Regional Chamber of Commerce.
Johanna has extensive experience in preparing financial statements in accordance with current standards. Her expertise is also in preparing tax returns, review and compilation procedures for construction contractors, subcontractors, home builders and physicians. She regularly consults with clients regarding accounting assistance, implementation of general accounting principals, and improving internal control processes.
She knows how important it is to keep her clients informed about any relevant tax law legislation or accounting standard that is important to their business needs. In order to best serve her clients and help them achieve their goals, Johanna takes the time to fully comprehend their specific situations and concerns.
Kelly graduated from Penn State University in 1999 with a Bachelor’s Degree in Accounting. She became a licensed CPA in 2000 and later went on to get her Master’s in Taxation from Robert Morris University in 2006. She has worked in public accounting for over 20 years providing tax and advisory services. In addition to individuals, her practice spans a variety of industries and includes tax and business consulting services to closely held companies, corporations, partnerships, and limited liability companies.
Kelly is an active member of the Loudoun County Chamber of Commerce and a member of both the Virginia Society of Certified Public Accountants (VSCPA) and the American Institute of Certified Public Accountants (AICPA). She is also actively involved with St. Theresa’s Catholic Church in Ashburn, Virginia, and her children’s schools.
Jim began his career at YHB in 1989 with a B.S. degree in accounting from James Madison University. He is a member of the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants and the Leesburg Daybreak Rotary Club. He is an Advisory Board Member of the Loudoun County Salvation Army, and Treasurer of the Loudoun Small Business Development Center. He also serves as a Board Member of the James Madison University School of Accounting Guiding Executive (SAGE).
He is experienced in providing income and estate planning services, business consulting, and estate and trust administration services to successful individuals in many professions, especially engineering, law, technology and real estate. He also provides strategic guidance and planning for clients involved in stock option transactions and wealth transfer. At YHB, Jim is the principal in charge of our IT systems, serves on the firm’s Retirement Plan Committee and is heavily involved in training staff. He primarily works out of our Leesburg office.
As an advisor to many prosperous families, Jim specializes in helping clients integrate tax planning with investment decision-making to achieve their financial objectives. He is particularly proficient in trust and estate administration and taxation, and in developing tax-saving asset protection and wealth transfer plans. In addition to advising clients about the financial aspects of estate planning and administration, Jim provides empathetic support for dealing with the family issues involved.
In serving clients, Jim above all looks for different ways to provide value. To this end, he takes a team approach characterized by a high level of communication and responsiveness, so if he personally is not available to answer questions or help with an issue, another member of our firm will be. Also, he employs ProfitCents software to analyze a client’s financial situation and identify areas where there are issues or opportunities for improvement. He then advises clients about steps they can take to more fully achieve their objectives.
Jim enjoys gardening, hiking and being outdoors with his wife and two daughters, as well as serving as a Youth Ministries volunteer at his church.