Jim works in the Estate Planning Department, focusing on estate plans and probate administration.  He has been a paralegal since 1988, joining SS+D in 1996.  In addition to his duties as a paralegal for SS+D, he is President of SS+D Financial, Inc., a financial planning company that is an affiliate of SS+D.  He received his Bachelor of Arts degree in Political Science from Miami University in 1987 and a Certificate in Financial Planning from Florida State University in 2002.  He is an associate member of the Dayton Bar Association and a member of the Financial Planning Association.