About Us

James W. Mertzlufft MBA, JD, CPA, CLU, ChFC

James W. Mertzlufft, MBA, JD, CPA, CLU, ChFC  is an associate analyst.

Education, Designations and Credentials

  • Bachelor of Business Administration (Accounting), cum laude, University of Notre Dame
  • Combined JD-MBA program, Duke University
  • MBA, Masters in Business Administration
  • JD, Juris Doctor
  • CPA, Certified Public Accountant
  • CLU, Chartered Life Underwriter
  • ChFC, Chartered Financial Consultant

Professional Organizations


  • The Tennessee Society of Certified Public Accountants (TSCPA)
  • The American Institute of Certified Public Accountants (AICPA)
  • Memphis Bar Association (MBA)
  • Memphis Estate Planning Council, Executive Committee

  Inactive Organizations

  • Taxwatch, 3 time Past President

Jim's specialties at FVS include financial forensics analytics in family law cases involving property division and alimony need calculation and economic damages for loss of earning capacity in wrongful death and personal injury cases.