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. Jim has over 35 years of extensive professional experience in the areas of finance and taxes which he continually calls upon in helping clients obtain their financial objectives.
Jim Meredith received his Bachelor of Science degree in Accounting and his Master of Business Administration in Finance from the University of Dayton. He co-authored “Expert Financial Planning”, a book on financial planning.
Jim Meredith has also 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.
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