Jim Clark: Principal – CPA, CFP®
Jim has been providing accounting and tax services since 1986. In 1997, Jim broadened the scope of his consulting to include assisting dentists in development of comprehensive strategies to improve their overall financial well being.
Prior to starting CBG & Company, Inc., Jim spent 12 years with a national dental financial planning firm where he was the director of financial planning. He has had the privilege to work with hundreds of dentists and assist them in successfully developing strong financial foundations for the present and the future. He has presented continuing education courses throughout the United States on subject matters covering all aspects of financial planning and business ownership that impact a dentist’s financial life. He has been the featured speaker at various dental business forums and study clubs. In addition, Jim has written articles on numerous financial related subjects for a variety of dental publications.
Jim’s philosophy when it comes to helping dentists is to first listen. Not just to what is being said, but to how it is being said. In order for a dentist to share their personal and professional goals there has to be a level of trust with the advisor. Jim takes this trust personally and because of that clients tend to become more than clients; friendships are developed. Jim has been blessed to have experienced tremendous personal growth through these past relationships and he looks forward to more.
In addition to being a Certified Financial Planner™, Jim is also a Certified Public Accountant and Investment Advisor Representative.
Jim resides with his wife and son in central Indiana. He enjoys outdoor activities and spending quality time with his family.