Broker Check
James P. Casement, CPA/PFS, CFPTM, CFS, JD

James P. Casement, CPA/PFS, CFPTM, CFS, JD

JAMES P. CASEMENT

CPA/PFS, CFP, CFS

After graduating from Northern Illinois University with a BS in Accountancy, Jim started his career as a CPA for a local accounting firm for a year before taking a job as an assistant controller for a local wholesale insurance company. In September of 1986, Jim decided to form his own CPA firm, located in Addison Illinois. That office was later moved to Elgin Illinois. The CPA firm was sold in 2003.

Jim became a licensed attorney in Illinois (2007) and in Florida (2008) he continued to prepare and file tax returns while practicing law mainly in the area of estate planning. 

In 1987 Jim started in the financial services industry and was licensed to sell securities

with Advantax Investment Securities, Inc. and later in 1993 Jim became licensed as an Investment Advisor with Avantax Advisory Services, Inc. 

Jim has represented numerous individuals before the Internal Revenue Service and in Federal Tax Court.

Jim has over 30 plus years of experience in financial services including tax planning and preparation.

 

RESUME

WORK PHILOSOPHY

John Calvin Coolidge said it best.

“Nothing in the world can take the place of persistence. Talent will not; nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb. Education alone will not; the world is full of educated derelicts. Persistence and determination alone are omnipotent. The slogan “press on” has solved and always will solve the problems of the human race.”

I believe that hard work and determination are qualities that will overcome other flaws, we can if we want to, get it done.

 

EDUCATION

Elgin Community College, Elgin, Illinois
Associates Culinary Arts, June 2011, with High Honors

Thomas M. Cooley Law School, Lansing, Michigan
Juris Doctor, Litigation, May 2007, Cum Laude

Northern Illinois University, DeKalb, Illinois
Bachelor of Science, Accounting, May 1984

College of DuPage, Glen Ellyn, Illinois
Associates in Arts, June 1982

 

PROFESSIONAL EXPERIENCE

2007-
Present
Casement Group, President, law and tax preparation firm.
2001-
2010
Casement Mortgage Brokers, Inc., Vice President, manager/loan originator.
1987-
Present

Avantax Investment Securities, Inc., Registered Representative, Financial Planner, successfully implement, design and monitor millions of dollars in assets for individuals, corporation and pension/profit sharing plans.

1993-
Present
Avantax Advisory Services, Inc., Investment Advisor
1986-
2003

Casement Financial Services P.C., (formally James P. Casement, CPA, Casement & Company, CPA’s) President, 09/86 to 09/02. Sold CPA firm, (September 2002).

 

PROFESSIONAL LICENSES

  • Certified Public Accountant (CPA) 1984
  • Certified Financial Planner (CFP) 1990
  • Personal Financial Specialist (PFS) 1992
  • Certified Funds Specialist (CFS) 1994
  • Investment Co & Var. Contracts Representative NASD Series 6, 11/13/87
  • Direct Participation Programs Rep. NASD Series 22, 11/28/88
  • Uniform Securities Agents Law NASD Series 63, 2/12/92
  • General Securities Agent Law NASD Series 7 GS, 6/25/93
  • Insurance Producer State of Illinois ACC/Health 10/31/1990
  • Insurance Producer State of Illinois VAR Contract 07/23/92
  • Licensed Private Pilot, 1995
  • Registered IHSA high school baseball umpire, 2002
  • Licensed Loan Originator, State of Illinois 2005-2012
  • Attorney, Licensed in IL 2007, Licensed In FL 2008

 

CIVIC/VOLUNTEER

  • Bloomingdale Chamber of Commerce, President and Board Member, 1993-97
  • Good Shepherd Lutheran Church, Board Member and Director of Stewardship, 1994-1999
  • YMCA, Elgin Illinois, volunteer coach, 1994-95
  • The Center for Epilepsy Education, Board Member and Chairman of Golf Outing, 1998-99
  • Elgin Classic Little League, Coach, Manager, Board Member and President, 1995-2000
  • Elgin Continental Little League, Manager, 2003-2005
  • Tribal Chief, YMCA Indian Guide Program, 1993

 

FAMILY

  • Married Karen for 35 years
  • Children Jimmy 33, Matthew 31, and Jennifer 29
  • Three Grandchildren