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jbeaverson@cfpohio.com
Phone: 419-873-8500
Extension: 1043
Fax: 419-873-8503

Jim Beaverson*, Financial Consultant

President & CEO of Compass Pointe Philanthropic Consulting

Jim's purpose is to assist people, businesses, and non-profit (501c3) organizations in fulfilling their goals and objectives. He does this by helping them to understand where they are, where they want to be, now and in the future, and then by devising a comprehensive plan for implementation to help achieve their desires.

In 2012 Jim and his company, Compass Pointe Philanthropic Consulting, joined  forces with Creative Financial Partners in order to help maximize the assistance they both could provide to their clients.
Compass Pointe, founded in 2008, helps individual donors maximize their philanthropic impact while doing so in a tax advantaged way. Jim also advises non-profit organizations on building mission sustaining fundraising and development programs.

Jim's career began at Defiance College, where he directed operations for a comprehensive
fundraising program including capital and endowment projects, as well as annual and planned giving. He built upon that foundation in higher education by contributing to the fundraising success of Lourdes College, the University of Toledo, and Bowling Green State University (BGSU). While at BGSU, he was pivotal in building relationships among the university's most prominent donors. He built a portfolio of almost 200 major and planned gift donors. Jim was responsible for securing one of the largest gifts in BGSU 's history totaling $4.3 million.

He has earned three college degrees, a Bachelor of Science in Management , a Master of Business and Organizational Leadership (MBOL), and a Master of Business Administration (MBA), all from Defiance College. He has also completed courses and was awarded the Certificate in Fundraising Management from The Center on Philanthropy at Indiana University. Jim is registered with Ameritas Investment Corp. as an Investment Advisor Representative and by the Ohio Department of Insurance enabling him to assist clients with a wide array of financial products to help their individual needs.

In 1996 Jim married the love of his life Stacy. They have two wonderful and very active boys, Keaton and Peyton. The Beaverson family lives in Maumee, Ohio.

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*Securities and investment advisory services are offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Creative Financial Partners are not affiliated. Additional products and services may be available through representatives or strategic partners of Creative Financial Partners that are not offered through AIC. Securities products are limited to residents of Ohio, Michigan and other states where our representatives are registered.

This is not an offer to sell securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A representative from Creative Financial Partners will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.