James A. Mosteller, J.D., ChFC®, AIF®
Investment Advisor and Attorney-at-Law
Mr. Mosteller received his bachelor's degree in finance from The Ohio State University and his juris doctorate from The John Marshall Law School in Chicago, Illinois. James is an Accredited Investment Fiduciary®, a designation from the Center for Fiduciary Studies. He has earned the Chartered Financial Consultant (ChFC®) professional designation from The American College. Candidates for the ChFC® designation must complete a minimum of eight courses and 16 hours of supervised examinations. Known as the financial planning industry’s highest standard, the ChFC® program prepares professionals to meet the advanced financial needs of individuals, professionals, and small business owners. ChFCs are also able to provide expert advice on a broad range of financial topics, including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement planning.
He is a principal of Ternary Advisory Group and the founding partner of the law firm of Mosteller & Holmberg, P.C., with a practice focusing in estate planning, tax, and estate/trust administration.