Members of the Firm
James D. Rickey, CFP®
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.