The Faces of Partnership Financial

Jim has been a partner and senior financial planner of the firm since 2008. He earned the credential of Certified Financial Planner® in 2007 following extensive training in the various disciplines of financial planning. Thereafter, in 2011, he became an Enrolled Agent, allowing him the privilege to practice and represent taxpayers before the IRS. He also underwent additional, specialized training in financial planning via the Alliance of Comprehensive Planners (ACP), of which he has been a proud member his whole career. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the National Association of Tax Preparers (NATP). In a professional capacity he has served on the board of directors for ACP, as well as taught breakout sessions at their annual conference. In his personal time, he has enjoyed dedicating time and resources to local boards and charitable organizations during his career.

With nearly two decades of work at Partnership Financial, Jim has devoted himself to maintaining the original DNA of the firm - a small yet sophisticated firm offering holistic financial planning. Being a small firm allows each of the members of the firm to maintain a high-touch, client-centered focus in their work. As our advisors engage with research, attend study groups and conferences, and stay up-to-date on an everchanging financial landscape, they do so with the needs and goals of our clients in mind. Moreover, they are readily available to respond to needs and new developments of clients as they are communicated.

Email Jim at Jim@partnershipfinancial.com.

Mark serves as a senior financial advisor at Partnership Financial, and is a member of the Alliance of Comprehensive Planners (ACP), the Financial Planning Association (FPA), the National Association of Personal Financial Advisors (NAPFA), and the National Association of Tax Preparers (NATP). He has earned designations as a Certified Financial Planner ®, an Enrolled Agent with the IRS, and an Investment Advisor Representative (IAR). In college, he earned both a B.S. in Economics and a B.A. in Chinese at the Ohio State University. He also spent eight years serving in the U.S. Army. Having worked for one of the largest financial planning firms in Columbus, he ultimately found his home at Partnership Financial.

Mark brings more than eight years of professional financial planning experience to the firm. He works closely with numerous individuals and families at or near retirement, as well as those earlier on in their careers. He specializes in tax, retirement, and estate planning, and he also has lots of experience working with stock options and charitable giving strategies.

Mark enjoys volunteering his time to offer pro bono financial planning via the FPA and NAPFA, college mentorship to aspiring planners via the Ohio State University, Columbus State Community College, and Franklin University, as well as business mentorship via local high schools. As time permits, he has also enjoyed volunteering with the Clintonville Resource Center, Mid-Ohio Food Bank, and local churches. He currently resides with his family in Orlando, FL and travels back to Columbus as needed.

Email Mark at Mark@partnershipfinancial.com.

Rachel joined Partnership Financial in January of 2018 with a background in organizational leadership, technology and customer service. She is a native of Columbus, OH and obtained her B.S. in Social Work from the Ohio State University. In her time at Partnership Financial, she has become highly effective in the organizational demands of a small business. She is a skilled bookkeeper as well as patient manager of client and business relationships. She has developed stronger processes to support our current clients and implemented new technologies to improve the administration of the business. She also provides key leadership for the direction of the firm.

Rob retired in 2019, but he held the designation of Certified Financial Planner® and started Reed Financial Planning LLC in 2000. In 2013, he merged Reed Financial Planning with Partnership Financial, bringing a unique background and particular expertise to the firm. Prior to his entrepreneurial endeavor as a financial planner, Rob was a Fulbright scholar with a Ph.D. in cultural anthropology, and he taught at the Ohio State University for many years. He authored Your Art Is Your Business and was particularly adept at the tax and business planning required for artists, a knowledge base he worked to instill at Partnership Financial.

He spent time teaching other financial planners the hallmarks of holistic financial planning and was a founding member of the Alliance of Comprehensive Planners (ACP). He also authored many papers designed to illustrate complex financial research for non-financial people, many of which are still regularly used at the firm.

Rob and his wife continue as clients of Partnership Financial.

Jo Anne Paynter started Partnership Financial LLC in 1996 to work with middle America clients and her focus continues to guide the firm. Jo Anne is a founding member of the Alliance of Cambridge Advisors (ACA)—a non-profit, member-owned organization of fee-only advisors. The ACA changed names in 2014 to the Alliance of Comphrensive Planners (ACP). She was twice appointed to the 100 Top Advisors published by Mutual Funds magazine. Jo Anne has her BSc and MS from the Ohio State University (a long family tradition).