James has been working in the financial services industry since 2013 as a financial adviser and assisting other advisers as a manager. Over his career he has attained his Series 7, 6, 65, 63, and 26 FINRA licenses held through LPL Financial, as well as his Life and Health Insurance licenses. James received his bachelor’s degree in Economics from The Pamplin College of Business at Virginia Tech with a minor in History.
James recognizes that every person has a unique financial situation, and he prides himself on educating his clients in a way that they can understand their investment options and what it means to be financially confident. He strives to create long lasting client relationships by putting their interests and goals first.
It is my mission to advocate for the financial well-being of each of our clients through a holistic and comprehensive financial planning process. To get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals.