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About James

Jim has over 30 years in the financial services business. After receiving his bachelor’s degree from Cornerstone University, he joined his father in the securities business in 1985. Jim obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1990. He also served as President/CEO and Senior Portfolio Counselor for LVZ Advisors from 1992 until 2019. He currently serves as an adviser for the firm.

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