Professional Experience

Jim has over 21 years of experience in public accounting and over five years of experience in sales and operations management. He is the leader of the firm’s asset-based lending field exam practice, and has extensive experience in a wide variety of disciplines within the firm. Additionally, Jim acts as a relationship manager for numerous clients in industries that include construction, medical subspecialty, manufacturing, real estate, retail and other professional services. In this capacity, he provides accounting, tax, and other business and management advisory services to his clients. He is also a leader in the firm’s assurance practice in quality control and technical review.                          

Education and Certifications

  • Ohio University, Bachelor of Science, summa cum laude
  • Certified Public Accountant in Ohio, Florida and Hawaii

Professional Associations

  • Member, American Institute of Certified Public Accountants
  • Member, Ohio Society of Certified Public Accountants

Community Involvement

  • Member, University of Dayton Accounting Department Advisory Council
  • Past member, Ohio University School of Accountancy Advisory Council
  • Past member, Executive Leadership Team for the American Heart Association / American Stroke Association Heart and Stroke Ball
  • Past treasurer for the campaign of a candidate for Lake County Common Pleas Court Judge
  • Past member, Lake Catholic High School Advisory Board and Finance Committee
  • Past treasurer, Lake Catholic High School Gridiron Club football boosters
  • Past board member of the Cleveland Chapter of the Juvenile Diabetes Research Foundation
  • Past co-chair and treasurer, Greater Cleveland Chapter of the Ohio University Alumni Association

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