Upon graduating from Bowling Green State University, Jim began his career as a tax accountant at international CPA firm, Arthur Andersen, where he primarily served closely held and family owned businesses. In 1989, Jim was admitted as a partner and developed a leadership position in advanced estate and wealth transition planning. Jim left Andersen to develop his skills in the investment business before he was recruited to run a single family office in 2001. The family had successfully monetized several operating businesses prior to Jim’s joining them, but they continued with another startup medical device enterprise in which he was involved. Since 2013, Jim has consulted with high net worth families and family businesses in defining issues surrounding inter-generational wealth transition and developing the communication systems that enable families to stay together.