Members of the Firm

Jim is a Certified Financial Planner (CFP^®), and he runs the daily operations of SS+D Financial.  Since helping Mike Moloney found SS+D Financial in 2002, Jim has provided financial advice to a wide variety of clients.  He brings a wealth of experience to financial planning clients from his work as a paralegal in the Estate Planning Department at Sebaly Shillito + Dyer.  Jim has spoken extensively at seminars on topics ranging from retirement planning to probate administration and law office technology.  He is a member of the Financial Planning Association (FPA) and an associate member of the Dayton Bar Association.