James P. Quinlan, CPA, PFS, CFP, ChFC, CLU

Partner

Jim Quinlan is a partner in the firm’s tax practice, specializing in succession planning and tax and financial planning for business owners. He leverages a wealth of experience in taxation and financial planning to assist clients in making sound decisions as they navigate life events. In addition to his client responsibilities, Jim has an internal leadership role as the tax leader for the northeast region and is responsible for mentoring and developing staff and promoting growth initiatives.

• Certified Public Accountant
• Certified Financial Planner
• Chartered Life Underwriter
• Chartered Financial Consultant
• Personal Financial Specialist

• American Institute of Certified Public Accountants (AICPA) - Member
• Pennsylvania Institute of Certified Public Accountants (PICPA) - Member
• Financial Planning Association (FPA) - Member
• Overbrook Golf Club - Villanova, Pennsylvania - Member