James has been serving clients in the financial services industry since 2014, helping individuals and families build financial confidence and prepare for their future. He holds a Bachelor’s Degree in Business with a concentration in Accounting, providing a strong foundation in financial planning, analysis, and strategy.

Throughout his career, James has earned multiple professional licenses and certifications to better serve his clients’ diverse financial needs. He holds FINRA Series 6, 63, and 65 licenses, along with licenses in Property & Casualty, Life & Health Insurance, with certifications in Annuities and Long-Term Care planning.

Known for his client-focused approach, James is committed to always putting his clients first while upholding a full fiduciary obligation. He is passionate about helping clients protect what matters most and creating personalized financial solutions designed around their long-term goals. He believes in building lasting relationships through trust, education, and honest guidance, empowering clients to make informed financial decisions with confidence.  

Outside of his professional career, James enjoys spending quality time with his wife, son, and daughter. Family is at the center of his values and inspires his commitment to helping other families plan for a secure financial future.

Book a meeting with James: James's Meeting Link