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 experience 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 has taught 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.
Equitable Advisors and its affiliates and associates do not provide legal or tax advice or services.

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.