George D. Pierce, MBA, CPA, CFP®
George helps everyday people solve their financial problems and reach their most important life goals. He founded Pierce Financial Planning to provide sound, straightforward and unbiased financial planning and advice to people from all walks of life. George has been a CPA for over 45 years and a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991. He has advised individuals, executors and trustees, business owners and employees on a wide range of financial issues including: taxes, estate planning and settlement, investments, IRAs and qualified retirement plans, employee stock options, college financial aid, employee benefits and insurance.
James A. (Jim) Smith, MBA, CFP®
James A. (Jim) Smith, MBA, CFP®, has a bachelor's degree in accounting and a Master's of Business Administration from the University of Kentucky.
He worked at the University in student affairs upon completing his Master's requirements. Subsequently he worked in the financial management division of companies in the heavy truck sales and leasing industry.
He became interested in the personal financial planning field and after careful investigation determined that it could be a fulfilling career. His investigation included an interview with George Pierce. Jim determined that he and George shared many of the same philosophies and values.
Jim joined Pierce Financial Planning, Inc., in 1997. He attended tax preparation courses and became a registered investment advisor. He earned the right to use the CFP® marks of distinction and call himself a CERTIFIED FINANCIAL PLANNER™ professional from the CFP® Board of Standards in October 2005.
Jim is married to Beverly and they have two sons, Kevin and Kyle. When not working he supports the boys' sporting activities, reads, lifts weights, runs and most importantly enjoys time with his family.