James K. Koerner, CFP®, CPA
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Jim graduated from Northeastern University in 1990, where he received his BS in Accounting. Before joining the firm in 1992, Jim worked for a mid-sized accounting firm in Boston, Massachusetts. He is responsible for auditing, not-for-profit entities and common interest realty associations. Jim is an active member of the Central Ocean Rotary Club, is treasurer of the Central Ocean Rotary Charitable Foundation, Inc., and is on the Board of Directors of Ocean’s Harbor House, Inc. He also volunteers his time supporting various local non-profit organizations.
Jim is also a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7 and Series 66 securities licenses, as well as a state insurance license.