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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 30 years and a CERTIFIED FINANCIAL PLANNER™ practitioner since 1991. He has advised individuals, business owners and employees on a wide range of financial issues including: taxes, investments, IRAs and qualified retirement plans, employee stock options, college financial aid, employee benefits and insurance.

After advising affluent clients as a bank trust officer, in May 1991 George decided to change his focus and help people of more modest means. His goal was to make a real difference in peoples' lives and not merely add another percentage point to a client's portfolio. To facilitate his ability to reach and help people from all walks of life and income brackets, in June 2001 George joined The Garrett Planning Network (GPN), a nationwide network of like-minded, fee-only planners. Following the GPN model, George provides as-needed, hourly Fee-Only Financial Planning and Advice for Every Day Life™ to middle-income Americans.

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.

 

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