Jim Peters Bio

Jim joined Risk Paradigm Group in July 2016 as Managing Director, Co-Chair Investment Committee. Jim has over 40 years of experience providing financial advice to corporations, non-profit organizations and individuals. Jim is responsible for macroeconomic policy which drives portfolio asset allocation decisions. Prior to joining RPg, Jim founded TAG, an independent Registered Investment Advisor. Prior to being an independent RIA, TAG was a boutique money manager within UBS Financial Services where Jim also served as a member of the firm’s national investment consulting services Advisory Council. Prior to that, Jim served as partner in charge of taxation, employee benefits and personal financial planning for the Detroit office of Pannel Kerr Forster, an international accounting firm, where he authored the firm’s national policy on investment strategy for client financial planning.

Jim earned a B.S. in Accounting with Minors in Economics and Philosophy from St. Louis University and earned his Master of Science in Taxation (MST) from Walsh College. He is a Certified Public Accountant. Jim has been published and quoted in financial industry publications and a speaker and panelist at financial industry conferences. He currently resides in South Lyon, MI with his wife.