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James Conner, (Financial Professional)

Address:
   12013 Stonewick Place
Phone:
  
Fax:
  
Other Office Locations:
  
Email:
  jrconner3@gmail.com
Website:
  

Education


Degree Institution Year Add More

Licenses


J.D.

LL.B.

Ph.D.

Psy.D

Ed.D.

L.E.P.

LCSW

LPC

LMFT

Psychiatrist

CFP®

CPA

ChFC

Professional Activities


Current Prior

Collaborative Practice Training


Year Course Title Instructor Hours Action
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
30-Hr Interest-Based Negotiation & Mediation Skills
Advanced interest-based negotiation, communication skills, collaborative,professional coach training
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)

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James Conner, (Financial Professional)

Address:

Phone:
Fax:
Website:


I am available to serve as the Financial Neutral in Collaborative divorces. I am also able to provide financial support in mediated divorce cases. I can assist couples in valuing their marital and separate assets, modeling the potential impact of proposed settlement agreements short and long term, and considering the tax implications of such agreements. I can assist spouses in creating a budget for before, during, and after divorce. Additionally, in cases where one spouse believes the other is hiding assets I can combine my financial expertise with my 25 years of investigative experience in the FBI to pursue the assets and support the litigation.

Collaborative Practice Group Membership


Collaborative Professionals of Richmond

Collaborative Services


Education


Licenses


Certified Public Accountant (CPA), Certified Divorce Financial Analyst (CDFA) ,CPA

Professional Activities


PRIOR:

Collaborative Practice Training


Year Course Title Instructor Hours
Basic/ Introductory Collaborative Law or Interdisciplinary Collaborative Team Training.
2019 Introductory Interdisciplinary Collaborative Practice Theresa Parnell 14
30-Hr Interest-Based Negotiation & Mediation Skills
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Additional 15 hours Intermediate/ Advanced interest-based negotiation, communication skills, collaborative, or basic professional coach training
2019 Wisdom is Knowing a Mistake When You Make it Again CPR: Sandy Cassel 1
2019 Social Media Marketing Tips CPR: Shelly Bandis (Raspberry Consulting) 1
2019 Savvy Social Security Planning CPR: Alan Dole, MBA (with Equity Concepts) 1
2019 Group Discussion on the Role of MHPs in the Collaborative Process CPR: Sandy Cassel (facilitator) 1
2019 Case Conference CPR: Barbara ter Haar & Susan Buniva (facilitators) 1
2019 Behavioral Finances CPR: Susan Buniva & Sandy Cassel 1
Annual 4 hours collaborative continuing education (basic, intermediate, or advanced)
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