Jim Williams, CPA - Director
Education: Emporia State University, Emporia, KS (BS-Accounting, Minor in Economics), 1964.
Career: Louis T. Roth & Co., PLLC, 2000 to present; Trust Alliance, Inc., Crestwood, Kentucky (1998 to 2001), general securities and investment advisor representative; McGladrey & Pullen, LLP, CPA’s, and predecessor firms that merged, Monmouth and Galesburg, Illinois, professional staff 1966 to 1970, partner 1970 to 1998; Garrison & Gressor, CPA’s, Topeka, Kansas, 1964 to 1966.
Professional Activities: Member of American
Instituteof
Certified Public Accountantsand
KentuckySociety of Certified Public Accountants. General Securities (NASD Series 7) and Investment Advisor Representative (NASD Series 63 and 65) licenses (1998 to 2001). Passed all exams on initial attempt.
Personal: Married, three children and four grandchildren. Interests include family, friendships, grandchildren’s soccer games, golf, literature and television pertaining to business, American History and sports, and listening to classical and other music.
