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.