Senior Fund Analyst
James earned a Bachelor of Science degree in Financial Planning from Wright State University in 1997, then earned the right to use the CFP® mark in 2000. James also holds the Chartered Mutual Fund Counselor® designation, has earned the Board Certified in Securities (BCS) designation, and is an Accredited Tax Preparer. James has been providing service and advice to our clients since graduating in 1997.
James is married with a young daughter and son. He enjoys golf, baseball, and spending time with his family.