Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Over 30 Years of Financial Experience
Jim received his master’s degree in Taxation from Georgetown University, an MBA from the College of William & Mary, and a bachelor's degree from Cornell University.
Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants (AICPA), joining the elite group of financial professionals who have demonstrated advanced knowledge of tax, estate, retirement, investment and insurance planning.
For the last...
David Lohff (CRD# 5416790) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in La Plata, MD and has over 10 years of experience in the finance industry.
Roger Merrick (CRD# 1982223) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in La Plata, MD and has over 28 years of experience in the finance industry.