Dr. Cade holds a Ph.D. in Forensic Accounting and Audit, an MBA in Accounting, and a Bachelor's degree in Business Economics, along with credentials as a Certified Fraud Examiner (CFE), Certified Sarbanes-Oxley Expert (CSOE), and Accredited Asset Management Specialist (AAMS). With over 25 years of experience, he has served as CFO for an international organization and as Owner and Managing Partner of a firm specializing in accounting, financial services, and forensic accounting and fraud examination.
910-579-4393
843-655-2507
Jim is a 2001 graduate of Fairleigh Dickinson University in New Jersey and a Certified Financial Planner (CFP®). Since graduating, he has spent his professional life in the financial services industry, priding himself on helping people exceed their financial expectations.
Jim offers customizable advisory and financial planning services built around each client's goals — from investment management and retirement planning to tax strategy, estate planning, and cybersecurity protection for your personal information.
Reach Jim directly at 843-839-5154 (office) or 732-804-6079 (cell), or visit our Contact page to schedule an appointment or stop by the Myrtle Beach office.
Files coming soon.
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