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James M. Burnett, Jr., CPA, CFP® (Jim)

James M. Burnett, Jr. has been helping families plan their finances and meet their financial goals for over forty years.  He is a Certified Public Accountant (1972) and in 1984 became a Certified Financial Planner® practitioner.  His specialty is working closely with clients to establish financial goals and then working with the client to develop a plan to meet those goals.  He, along with Jim Conrad, founded the firm in 2003 so that they could offer comprehensive financial planning and implementation services to their clients. 

Jim is a graduate of the Samford University School of Business (1970) and a member of the American Institute of Certified Public Accountants, the Alabama Society of Certified Public Accountants and the Financial Planning Association. 

Jim and his wife, Brenda, have one son and a granddaughter.  He enjoys fitness activities, reading, golf and fishing.  He and Brenda attend the Church of The Highlands.




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