Family. Wealth. For generations

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Jim's role is to coordinate the financial care for his clients. He also takes a lead role in constructing the investment portfolios relying heavily upon his technical analysis skills. His diligence in monitoring their investments and making complicated economic issues easy to understand are two benefits that Jim's clients most value. That, combined with personalized client service, is the trademark of the practice.

Jim's career has spanned nearly three decades and various economic and market conditions that have presented both challenges and opportunities. He has worked with clientele to navigate the markets and helped them to grow and manage their wealth. Jim specializes in tactical asset allocation, risk management, and financial planning.

Jim received his MBA from Boston College in 1999 with a double concentration in investments and international finance. Jim and his wife Megan have three beautiful children and are active in their community and church. Jim spends his free time in various activities, including raising bees, practicing yoga, playing guitar, growing hot peppers, and enjoying a great glass of wine with family and friends!

California State Insurance License #0H35649

• FL
• IN
• KY
• NY
• OH

Stephanie is a Senior Wealth Strategy Associate for Seven Hills Wealth Management and specializes in providing financial planning to our valued clients. She has over fifteen years of industry experience. A graduate of DeSales University with a B.A. in Theatre, Stephanie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) certifications. She is registered with the Series 7 and 66 securities licenses and the Ohio Insurance Accident & Health, Life, and Variable Annuities licenses as well as being a notary public.

Stephanie lives in Milford, OH with her husband Charlie and their two young children. An avid reader herself, Stephanie enjoys reading with her children and helping them develop strong imaginations. In their free time, Stephanie and Charlie participate in and attend local theatre and look forward to sharing their love of the arts with their children.

• FL
• IN
• KY
• MO
• NY
• OH

A seasoned veteran with over 32 years in the Financial Services industry, Kim Wilson brings a wealth of professional experience to our clients and their families. She has applied her administrative skills as a divisional administrative assistant, investment associate, and most recently as a Sr. Registered Client Service Associate with UBS and Paine Webber. She holds Series 7, 63, and 65 registrations. Kim lives in Florence, KY with her husband, Bobby. She loves traveling, spending time with family and friends, and enjoying Lake Cumberland.