James H. White is the founder and president of J.H. White Financial Services, LLC, a fee-only financial planning and Registered Investment Advisory Firm based in Pottstown, PA. The firm grew out of the need to provide independent, objective, fee-only financial planning and asset management. Jim has a wide range of responsibilities across the entire spectrum of comprehensive financial planning and investment analysis for all of our clients. This includes meeting with clients, developing financial plans, updating plans, selecting/managing assets, and quarterly/annual reviews. Prior to becoming a financial planning professional, Jim held several positions in the telecommunications industry, where he worked for 13 years.

Jim graduated with a B.A. from Ursinus College (Collegeville, PA) and completed his graduate work at Pennsylvania State University achieving his Masters Degree in Business Administration (MBA). Currently, he is enrolled in the Florida State University Certificate in Financial Planning Program and plans to sit for the CFP exam in 2008. He holds a Series 65 Investment Advisor License.

Jim and his wife have two sons. Jim spends his free time playing with his children, working out, and traveling.

His professional memberships include:

• National Association of
   Professional Taxpayers

• Financial Planning Association