Jim Amerman

Jim Amerman, CPA, CFP®, currently serves as the Director of Business Development - Advanced Planning at First Command Financial Services, Inc. since December 2023. Amerman has substantial experience in financial planning, having previously held roles such as California Society of CPAs Instructor, Speaker, and Author from January 2022 to January 2024, and Founder and Roth IRA Conversion Tax Consultant at Precision Roth Conversion from June 2021 to January 2024. Additional roles include Director of Financial Planning at Westmount Asset Management, Director of Wealth Solutions at LourdMurray, and Financial Planner and Sr. Tax Planner at Pure Financial Advisors, Inc. Prior to entering the financial services arena, Amerman worked at the Internal Revenue Service as a Tax Computation Specialist and Revenue Agent. Educational credentials include an MBA in Finance, Accounting, and Marketing from The University of Chicago Booth School of Business, a BA in Economics from Duke University, and training from the US Navy Supply Corps School.