James D. Orr - LUTCF®, CAS™

James D. Orr - LUTCF®, CAS™

Owner & Certified Annuity Specialist ™

I grew up on the east side of Cincinnati and graduated from Anderson High School in 1992.  Since graduating from Wittenberg University in 1997, I have dedicated my career to financial services, spending 25 Years in the corporate world before opening my own practice in January of 2021.  While working on the corporate side of the insurance industry, I was fortunate enough to hold roles as a marketing consultant, regional sales manager, wealth management advisor, regional vice president and finally, national annuity director.

After working from the ground up and ultimately spending 20 Years coaching, mentoring and training financial professionals on retirement income and annuity strategies, I decided to branch out on my own to start an independent practice dedicated to helping individuals, families and small businesses protect their income, asset and legacy needs. While "climbing the corporate ladder" brought a great deal of education, satisfaction and rewards, my Wife Carrie and I felt that the time was right for me to start my own business focused on sharing knowledge and experience with consumers as well as other financial professionals. 

My first priority is helping you find solutions to protect yourself, your family and your assets. I want to learn more about your personal situation, hear about your dreams and goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my career.

In addition to offering other insurance-based risk transfer solutions, my primary area of expertise is in the area of annuities. I am a Certified Annuity Specialist™ with 25 Years of experience working with these products and I have delivered hundreds of seminars on various topics pertaining to retirement preparation.  Annuity FAQs

Do you find annuities to be confusing?  There are a myriad of varieties available that are designed to meet different goals and needs.  Since entering the business, my goal has been to help consumers and advisors understand annuity contracts.......how they work, when they work well and when they don't.  

Carrie and I reside in Indian Hill, OH (go Braves) and are extremely fortunate to have four children....Carson - UVA 2022, Sammie - Pepperdine 2023, Robby -  Indian Hill 2023, Penelope  - Indian Hill 2024.  I am a "retired" youth Football coach and my hobbies include playing numerous stringed instruments, attending concerts with family and friends, traveling to and exploring new places with Carrie and supporting our kids' various college and high school athletic and academic endeavors.