Jim Saling, CIMA©, CPWA©, CPFA, AIF© is the President of Saling Simms Associates. A 40 year veteran of the Financial Services industry, his credentials include Certified Investment Management Analyst, Certified Private Wealth Advisor, Certified Plan Fiduciary Advisor and Accredited Investment Fiduciary, He is a member of the Investments and Wealth Institute, the Financial Services Institute, and the National Association of Plan Advisors as well as the Investment Advisors Association. Study includes the Ohio State University, The Wharton College of Business and the Chicago Booth School of Business. Jim Has lobbied Congress, worked on panels with the SEC and FINRA regulators, taught college courses and presented to local, statewide and national audiences on various topics in financial services. He has been a long term supporter of and speaker for the Ohio Society of CPAs and the Ohio Society of Association Professionals as well as many other associations and colleges.