| Jim is a former Partner in a CPA firm and has
sixteen years of experience in public accounting, ten of which involved
developing and managing one of the largest ERISA audit departments in Orange
County, Ca.
As an HRA, Employee Benefit, and Retirement Plan
consultant, Jim continues to advise owners and executives in strategic planning
and risk management. Jim has experience and expertise in designing custom HRA
plans that maximize employer savings, minimize employer risk, and still provide
affordable healthcare to employees.
Jim has been a keynote speaker to a variety of
audiences across the country about Consumer Directed Healthcare (HSA’s and HRA’s).
He has, and continues to, serve on several Boards as a Director. He has a
Bachelor of Science degree in Accounting from San Diego State University. |
