Who We Are

James C. Oliger CFP®

Senior Fund Analyst

James earned a Bachelor of Science degree in Financial Planning and Marketing from Wright State University in 1997, then earned the right to use the CFP® mark in 2000. James is also an Accredited Tax Preparer. James has been providing service and advice to our clients since graduating in 1997.

James is married with a daughter and son. He enjoys baseball and spending time with his family.

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Tel: 513.530.9700
Fax: 513.530.9776


T: 630.581.3580
F: 513.530.9776