picJames Beyersdorf is a trusted financial advisor with more than 20 years of expertise and experience in the complex world of personal, corporate and charitable finance.  James, a fiduciary, specializes in strategic and personal advisory, employing cutting edge portfolio management that utilizes innovative implementation of market instruments to create a highly efficient and effective investment strategy.


College for Financial Planning
AAMS, designation of Accredited Asset Management Specialist

Embry-Riddle Aeronautical University
Bachelor of Science (BS), Major: Aeronautical Science ; Minor: Air traffic Control
1991 – 1995

Purdue University
1990 – 1991