James W. Tausz CFP®, AIF®


Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary designee, a Registered Representative with United Planners Financial Services of America, and is the president of Bradford. He earned his master’s degree from South Dakota State University, his bachelor's degree from Sioux Falls College, and a Certificate of Completion in Advanced Financial Planning from Purdue University. Author of, "Should I Incorporate?” Jim has served the financial planning industry and worked with corporations and individuals across the U.S. since 1970.