James W. Conrad, III, CFP®, CPA

Jim Conrad co-founded the firm in 2003 along with Jim Burnett.  They previously founded the CPA firm of Conrad, Burnett & Co., PC in 1973.

Jim received a BS in Commerce and Business from the University of Alabama with a major in accounting.  He became a Certified Public Accountant in 1965 and a Certified Financial Planner™ practitioner in 1984.  He is a member of the American Institute of Certified Public Accountants (Personal Financial Planning Section) and the Financial Planning Association of North Alabama.

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