James P. Quinlan, CPA, CFP, ChFC, CLU

Jim Quinlan has specialized in navigating scores of clients through major financial events over the last 30 years - breaking this process down into a replicable system that can be adjusted for each person's uniqueness.

Jim's sophisticated financial planning approach has served as an invaluable resource to families, business owners, and executives.

Whether you are an employee looking to navigate the choppy waters of employee compensation plans, a business owner looking for a tax efficient exit, making a career transition, handling the death of a spouse, or simply retiring, this quantitative approach will help you tax efficiently reach your financial goals.

Passionate about making a difference in his local community, he has been active on the boards of several prominent nonprofit organizations. He, his wife Jenetta, along with their four adult children reside in West Chester, PA