Jim is a founding partner and the President and Managing Partner of EBS. Jim is a highly specialized BOLI consultant working closely with businesses across the country on their executive benefit plans, executive compensation planning, BOLI consulting, regulatory compliance, and ongoing service needs. Jim has implemented hundreds of BOLI and executive benefit plans and is a frequent speaker at industry meetings on BOLI and COLI related topics.

Prior to joining EBS in 1998, Jim worked twelve years in public accounting with Arthur Andersen assisting large public and private companies, including several regional financial institutions. As part of his responsibilities managing the Birmingham tax practice, Jim worked with many clients to implement executive benefit plans.

He is a member of the American Institute of Certified Public Accountants (AICPA) and the Association for Advanced Life Underwriting (AALU). Jim is an active member of the United Way Tocqueville Society. He is the current chairman of the Board of Trustees for the Baptist Health System. Jim is a past member of the Auburn University Accounting Advisory Board and the Board of Directors of the Georgia Bankers Association. Jim earned a B.S. degree in Accounting from Auburn University. He holds the FINRA Series 6 and 63 securities registrations and is a licensed insurance agent.