James M. Beenders, CFP®, AAMS®, AWMA®

Partner, President
Chief Planning Officer

Jim joined TillerPW in early 2007 after an extensive institutional trading and financial planning career working for Bank of New York as an Institutional Portfolio Transitions Manager and as a NYSE Manager for Charles Schwab & Co.

Jim holds a BS (Finance) degree from Kutztown University, as well as a Certificate in Personal Financial Planning from Moravian College. Jim is a CERTIFIED FINANCIAL PLANNER™ and holds the Accredited Wealth Management Advisor (AWMA®) and an Accredited Asset Management Specialist (AAMS®) designations from College for Financial Planning.

Based in Pennsylvania, Jim leads the team development for our clients’ Financial Roadmaps in addition to working directly with our clients regarding implementation and monitoring of their wealth management strategies.

Jim and his family live in Northampton, PA on a family farm. He enjoys spending time with his family which includes traveling with his wife, Ginger, and their three children.