Meet The Team

Jim has over 35 years of experience in wealth accumulation and transfer planning, including closely held business succession. Typical clients include high net worth individuals and families, many with significant business and real estate interests. His experience covers the full spectrum of planning goals, from accumulation and management through the tax efficient draw down and distribution of wealth. This expertise includes the use of techniques for multigenerational planning, charitable giving and considerations for special needs children. He also has experience in the design and operation of qualified plans and executive benefit programs.

Over the years, he has authored numerous articles and training programs for financial professionals regarding financial, investment and estate planning and regularly teach continuing education programs for lawyers and financial professionals.

Prior to joining Karr Barth Associates in 1999, he was General Counsel of Lincoln Investment Planning, Inc. and before that was with Fidelity Mutual Life Insurance Company, where he held various positions at the corporate level and in the field.