Jeffrey J. Dorman, CFP®
PRINCIPAL, INVESTMENT ADVISER
Jeff is co-founder of Dorman Skorheim Wealth Management, a Registered Investment Advisor. Jeff earned his CERTIFIED FINANCIAL PLANNERTM certification in 1989. As a legal fiduciary with a fee-only compensation structure, Jeff utilizes his over 35 years of investment and client experience to help his clients meet their financial goals and enjoy a lifestyle without unnecessary risk. Jeff does this by helping his clients navigate the complexities of investing, minimizing taxes, controlling costs, and providing an evidenced based investment strategy at the forefront of Modern Portfolio Theory backed by academic research.
James M. Skorheim, JD, CPA, CVA, CGMA (Jim)
PRINCIPAL, INVESTMENT ADVISER
Jim is a former partner with Deloitte and Moss Adams and is a CPA, attorney, Certified Fraud Examiner, Certified Valuation Analyst, Certified Forensic Accountant, and a Chartered Global Management Accountant. During Jim’s 28 years in practice he has developed expertise in accounting and auditing, securities analysis, taxes, financial and estate planning, business valuation, business consulting, corporate governance, risk management and commercial insurance claims services for both small and fortune 500 companies. Jim’s clients have spanned virtually all major industries including real estate, financial services, retail, healthcare, manufacturing, distribution, technology and utilities.
James M. Skorheim, CPA, CVA, CGMA (James)
PRINCIPAL, INVESTMENT ADVISER
James is a Certified Public Accountant (CPA), a Certified Valuation Analyst (CVA), and a Chartered Global Management Accountant (CGMA). In his CPA practice, James focuses on business valuation for the purposes of Gift and Estate Tax, Fair Value, Business Litigation Support, and Succession Planning. James has been a long-time student of the capital markets as a starting-point for valuing private equity companies, which uses many of the same principles analysts use to evaluate public markets. James takes great pride in educating and serving clients using all of his expertise to provide a more broad picture of investment management, including tax implications, valuation needs, and succession planning.
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