Jim Lewis, CPA, PFS, CFP® | Shareholder

Biography

Jim has more than 34 years of accounting experience and is the firm’s presiding Managing Shareholder. He provides financial and wealth planning, insurance planning, and taxation preparation services to businesses and individuals.

PRACTICE EMPHASIS

  • Planning & preparation of federal & state taxes for businesses & individuals
  • Specializes in financial, wealth, & insurance planning

CREDENTIALS

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™
  • Personal Financial Specialist

EDUCATION

  • B.S. degree in Accounting, Missouri State University
  • Participates in 40+ hours of CPE annually

PROFESSIONAL MEMBERSHIPS

  • American Institute of CPAs, Member
  • Missouri Society of CPAs, Member
  • Financial Planning Association, Member

RECOGNITION

  • Leadership Springfield Class VIII, Graduate & Former Board Member
  • Kenworthy Award for Outstanding Leadership
  • Springfield Business Journal Men of the Year
  • Biz 417 Biz 100

COMMUNITY INVOLVEMENT

  • Cents of Pride, Board Member
  • Lost & Found Grief Center, Board Member
  • Springfield Business Development Corporation, Former Board Member
  • Ozarks Food Harvest, Former Board President

SIGNATURE STRENGTHS

Arranger | Competition | Maximizer | Significance | Futuristic

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Jim Lewis, CPA, PFS, CFP®

Shareholder
417-882-4300
jlewis@kpmcpa.com
Linkedin
Biography

Industries
Construction & Real Estate Professional Services Retail
Services
Management Consulting Tax Wealth Management