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Jim Durham, CPA

Jim Durham, CPA

Wealth Advisor

Jim Durham is the founder of our firm.  Although he is transitioning out, he still plays a very active roll in our tax preparation and consultation services.

He grew up in East Tennessee and attended East Tennessee State University. He received his CPA license in 1970. Jim has been in both public and private accounting, including serving as the Director of Finance for the Tennessee Department of Education for 4 years and as the Vice President of Finance for a large international manufacturing company based out of New York for 4 years.

Jim started his private practice in 1982. Over the years he has been able to meet many great people in Bellevue and the surrounding communities. He has served on several boards in the community and served as the Mayor of Pegram, Tennessee for 8 years.

Jim’s firm began as a typical private accounting firm, preparing taxes and keeping books for his clients. Over the years, Jim’s firm has changed dramatically as it has grown into an all encompassing financial firm. In 1997 he got his securities license in order to offer investment services to clients through his affiliation with Avantax Jim holds a series 7 (General Securities Representative) license. He also has his life and health insurance license.

As a member of The American Institute of Certified Public Accountants (AICPA), The Tennessee Society of Certified Public Accountants (TSCPA), and the Bellevue Harpeth Chamber of Commerce, Jim sees the importance of continuing education and community support.

Jim enjoys meeting with clients and teaching new professionals what he has learned in his professional career.