Our firm provides comprehensive Wealth Management which includes tax, accounting, employer compensation strategy, investment, and financial planning advice to individuals, businesses, trusts, foundations and endowments.
James Frazier, CPA, M.TAX
Jim is the firm’s founder and Managing Director. For over 30 years he has advised businesses, executives, and retirees on complex investment, tax, estate, and accounting matters. Jim provides the strategic vision of the firm, oversees technical matters, and has an active role in the firm’s investment committee. As a Certified Public Accountant, Jim has comprehensive knowledge of multiple financial subjects Jim’s investment expertise includes serving on an Investment Advisory Committee of a national financial service provider of tax and accounting professionals. It was there that he helped developed an investment process that is used today. Jim has an accounting degree from The Ohio State University where he was a member of TBDBITL, the OSU Marching Band. After receiving his degree from OSU he went on to receive his Masters in Taxation from Capital University. Jim is a Certified Public Accountant, a Certified Financial Planner™, and has various securities and insurance licenses. He is also a member of the Worthington Estate Planning Council. Jim is active with several Central Ohio charities. He resides in Dublin with his wife Cheryl and has three adult children Carrie, Josh, and Jeff.
Chief Investment Officer
Joshua Frazier, CFA®
Josh is passionate about helping institutions and individuals achieve their financial goals. As Chief Investment Officer, Josh leads the Frazier Financial Advisors, LLC Investment Team. Josh is a graduate of the Ohio State University and has been on the Frazier Financial Advisors, LLC team since 2007. Josh has earned the Chartered Financial Analyst (CFA™) designation. The CFA Program is a globally recognized, graduate level curriculum covering many investment topics including equities, fixed income, economics, statistics, financial reporting, derivatives, and ethics. Josh is an active member of the CFA Society of Columbus. Josh resides in Worthington with his wife Megan.
Assistant Manager Advisory Services
Jane joined Frazier Financial Advisors in 1993. She serves the firm’s clients as a Financial Advisor assisting with their families financial and investment planning needs. Over Jane’s tenure with the firm, she has contributed to many clients achieving and maintaining their financial independence. She successfully completed the Certified Financial Planning modules through The Ohio State University Continuing Education Office. Jane has a Series 6 security license and insurance license. Jane is involved at St. Brigid of Kildare Church and enjoys cycling, tennis and cheering for all Pittsburgh sports teams. She resides in Dublin and has three adult children.
Cheryl Frazier graduated from The Ohio State University with a Bachelor of Science degree. She has worked at Frazier Financial Advisors since 2001 as an Executive Assistant to the Managing Director and office manager. Cheryl enjoys fitness activities, cooking and OSU sports. She has three grown children and resides in Dublin with her husband Jim.
Investment & Tax Advisor
Benj Foor, CFP®, EA
Benj joined Frazier Financial Advisors in 2013 and serves as a Financial & Tax Advisor to the firm’s clients. He has a bachelor’s degree in Business Administration from The Ohio State University. Benj is a Certified Financial Planner ™ and an Enrolled Agent authorized to represent clients before the Internal Revenue Service. He holds Series 6 and 65 security licenses as well as insurance licenses. He is a member of the Financial Planning Association and the Ohio State Society of Enrolled Agents. Benj resides in Columbus with his wife Stephanie.
Financial Advisor & Senior Vice President
Brian Houts, CFP®, CFS
Brian has over 12 years of financial service experience. He recently spent 10 years serving clients in various roles as Vice President for a fortune 500 financial institution. He works with clients in all areas of wealth management including investment management, estate and tax planning, insurance solutions and risk management. Brian’s background includes time as a senior manager for a national mortgage lender. Brian is a Columbus native, earning dual degreees in Business Management and Financial Planning. Brian earned the Certified Financial Planner (CFP) and Certified Fund Specialist (CFS) designations. Brian is an active member of the Worthington Estate Planning Council and the Columbus Chapter of the Financial Planning Association. Brian enjoys being active, including golf, backpacking, rock climbing and jogging. Brian especially enjoys serving our nation’s Military Veterans, previously serving on the Board of Honor Flight Columbus as well as serving Veterans in a variety of volunteer capacities.
Director of Tax & Accounting, CFO
Andrew C. Gephart, CPA
Andy Gephart serves as the Director of Frazier Financial Advisors’ Tax and Accounting practice. He has extensive experience in the areas of taxation for individuals and family-owned businesses. Andy assists clients of Frazier Financial Advisors in areas of income tax preparation, planning and financial reporting. Andy has over seventeen years of tax and accounting experience. Prior to joining Frazier Financial Advisors, Andy was the Tax Director for Limited Stores, LLC. In addition to that Andy has held senior level tax positions with three of the five largest tax and accounting firms in Columbus. Andy earned his Bachelor of Science in Business Administration from The Ohio State University in 1997. Andy enjoys being active, recently completing his fourth half-marathon and golfing at Brookside Golf and Country Club. Andy and his wife, Kristen live in Powell and are the proud parents of two beautiful girls, Gabriella and Marissa.
Tax & Financial Advisor
Emily is a native of Dayton, OH, and has lived in Columbus since graduating from THE Ohio State University. She graduated with a bachelor’s degree in Financial Mathematics and a minor in Economics. She has 4 years of experience working in the financial industry, focusing primarily on business owners and their retirement plans. Emily holds a Series 6 security license and earned the Retirement Plans Associate (RPA) designation. Emily resides in the Short North, where she enjoys walking her rescue dog Beans.
Securities offered through TRIAD ADVISORS, INC.
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