Jim has been with the Firm for over 25 years and is a full-time management consultant, traveling extensively throughout the country. He has helped safeguard some of the largest Fortune 1000 companies from fraud and abuse and has assisted in the identification and recovery of millions of dollars back to the affected parties. His experience is mainly concentrated in the healthcare distribution and franchise fields, where he has worked with over fifty of the top franchisors in the U.S. In addition, he has worked closely with the Catholic Church in the U.S. for the past ten years assisting in their compliance efforts to ensure the safety of children within the church. Jim is also a court-recognized expert, lecturer and author on varying subjects of fraud and forensic auditing. He also served as an adjunct professor at St. John Fisher College until 2018.

Education and Certifications

• Certified Public Accountant licensed in New York State
• Certified Public Accountant licensed in Florida
• Certified in Financial Forensics (CFF)
• Certified Fraud Examiner (CFE)
• Certified Internal Auditor (CII)
• St. Bonaventure University, Accounting

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA) Management Consultants Division & Certified in Financial Forensics (CFF)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Institute of Internal Auditors (IIA)
• Association of Certified Fraud Examiners (ACFE)
• Financial Consulting Group, L.C. (FCG)

Community Affiliations

• Landmark Society of Western New York, President