In this page you will find the biographies of Hawthorne Financial
Advisors members. To view a biography, you may either select their
name from the list below, or scroll down the page.
JAMES L. WERNESS, JD
has been serving clients as a full-time business appraisal specialist
since 1992. He has completed hundreds of professional
appraisal assignments, including opinions and reports for purposes
such as estate and gift taxation, shareholder dispute litigation,
employee stock ownership plan implementations and annual updates,
marital dissolution proceedings, income taxation (charitable gifts),
merger, sale and acquisition planning. He has provided expert witness
testimony in Minnesota District Court.
He has successfully
completed all certification coursework and examinations required
by the ASA for certification as a senior business appraiser, is a member
of the Institute of Business Appraisers, and
has attended dozens of business appraisal seminars and conferences
through the years sponsored by the ASA, IBA, National ESOP Association,
National Center for Employee Ownership, and various legal and accounting
served two years as President of the North Central Chapter of the
Institute of Business Appraisers, and is a former chapter officer
for the Twin Cities Chapter of the American Society of Appraisers.
He has given several presentations to industry and professional
groups on issues dealing with business valuation, and served as
a guest lecturer for the University of St. Thomas' Center for Entrepreneurship.
holds a BS degree in Journalism from the University of Colorado
at Boulder, 1977 and a Juris Doctor degree from William Mitchell
College of Law, St. Paul, Minnesota, 1982. Prior to joining Hawthorne
Company in 1992, he spent 15 years serving in a variety of agency
and corporate financial communications positions representing both
private and publicly-traded business organizations.
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