As an Advisor, James assists Randy and our clients with their financial planning and portfolio management needs. Prior to joining Ridgetown Investments in January 2021, James worked as management in the hospitality industry. He looks forward to working towards your future by breaking down your unique financial picture and goals into simplified, manageable pieces through a wholistic planning process.
James is a graduate of Virginia Tech Business School, where he majored in Hospitality and Tourism Management. He was born and raised in Virginia and currently lives in Rockford with his wife Hannah. He enjoys anything outdoors, traveling, and is learning to ski.
Professional Registrations:
- Securities Industry Essentials®
- Series 7 General Securities Registration through LPL Financial
- Series 66 Uniform Securities State Law Exam through LPL Financial
- Michigan State Insurance Life, Accident & Health, Long-Term Care & Disability
Favorite Quote: “I find that the harder I work, the more luck I seem to have.” – Thomas Jefferson