Jim Meredith is the financial expert of Hefren-Tillotson’s Your Money & You heard every Sunday from 9-11 AM on NewsRadio 1020 KDKA. As an Executive Vice President of the firm and the President of Masterplan, Inc., Hefren-Tillotson’s parent company, Mr. Meredith has been a leader on the Hefren-Tillotson team since 1977. He has over 35 years of extensive professional experience in the areas of finance and taxes.
Jim Meredith received his Bachelor of Science degree in Accounting and his Master of Business Administration in Finance from the University of Dayton. His continuing education has included postgraduate work in accounting, taxes, and finance. He co-authored Expert Financial Planning, a book on financial planning.
Jim Meredith has earned the prestigious Personal Financial Specialist (PFS) designation, awarded to about 2% of CPA’s nationwide. If you’d like to email Jim a question for use on an upcoming show, simply use the form below.
To hear Your Money and You Podcasts, click here.
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