Golden Opportunities

James S. Lineweaver, Certified Senior Advisor, majored in Finance at Cleveland State University and continued his education at Case Western Reserve University's Weatherhead School of Business. Mr. Lineweaver has been a Research/Financial Analyst for some of the largest securities companies in the nation, and he has been recognized as a member of the All American Team for his financial expertise and dedication to the principles of sound investing. His knowledge and experience in the financial market is of great assistance to everyone.
He is a member of the National Association of Insurance and Financial Professionals, a GenMark Business Advisor, and a qualifying member of the Million Dollar Round Table. He is the financial speaker at many events in the greater Cleveland area and is frequently quoted in the Plain Dealer, Sun Newspapers and Northern Ohio Live magazine. His financial articles appear quarterly in Fifty Something Magazine. Mr. Lineweaver is a member of the Estate Planning Council of Cleveland and the local Rotary.
He and his wife, Kathy, are the proud parents of three children.