James K. Hagerman, CPA/PFS

Springfield, IL Office
Managing Member: KEB Asset Management, LLC
Partner: Kerber, Eck & Braeckel LLP

Jim has 33 years of experience providing tax, financial planning, investment and business advice to small and mid-market businesses, their owners and other individuals.  Jim was one of the original” advisors upon the founding of KEB Asset Management, LLC in 1999. Jim graduated from Illinois State University in 1984 with a B.S. degree in Accounting. He spent most of his early career with Deloitte and Touche in Springfield, IL before joining Kerber, Eck & Braeckel LLP in 1993. Jim is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), as credentialed by the American Institute of Certified Public Accountants (AICPA) and is an Investment Advisor Representative. He is a member of the tax division and personal financial planning division of the AICPA and a member of the Illinois CPA Society.

Jim spent 26 years as a member of the Rochester, Illinois Board of Education. He has served as treasurer of and as an officer on several community boards, including serving as President of the Sangamon Valley Estate Planning Council. Jim has volunteered for numerous civic organizations serving youth.

Jim believes that in both saving for retirement (or any financial goal) and working to reduce one’s income tax burden one should take a “diet and exercise” approach. He believes that to meet one’s financial goals requires saving, maybe even spending less, patience and some help from the markets. In reducing one’s tax burden he believes that while one or two “big tax breaks” are out there, that it really takes many smaller individual tax-saving decisions to really reduce your income taxes. Jim believes he is able to serve his clients well by combining his tax expertise, and savings and investment philosophy. Jim has authored numerous newspaper and trade magazine articles on tax and investment issues.

Jim has been a long-time believer in index funds and taking a long-term passive approach to saving and investing. His investment philosophy is based on the fundamentals of Modern Portfolio Theory, building individual client investment portfolios that work to help clients get to their goals while all along the way considering the amount of risk they are able to live with. By primarily using passively managed asset class mutual funds, Jim and KEB Asset Management, LLC are able to implement proven investment strategies that focus on living within the client’s risk tolerance and working to meet the client’s goals.

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