James joined our team in 2021 after working in hotel management. He is a graduate of Virginia
Tech Business School. Some of his day-to-day activities will include preparing client reviews and
financial plan, account opening, account maintenance, assisting clients and learning to become
a financial advisor.
James was born and raised in Virginia and currently lives in Wyoming, MI with his wife Hannah.
He enjoys anything outdoors and is learning to ski.
Favorite Quote: “I find that the harder I work, the more luck I seem to have.” – Thomas