James serves as a Wealth Manager and works closely with his clients to implement and maintain comprehensive financial plans. James practices in the areas of investment management, retirement planning, estate planning, tax planning, risk management, business succession planning and charitable planning. James covers all aspects of professional wealth management.
James brings to his clients more than 12 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a national financial services company as a Wealth Management Advisor where he served high net worth individuals and their families. James takes a holistic approach to understanding his clients’ unique circumstances and developing customized financial plans to help clients achieve their goals.
James earned his bachelor’s degree from Hamilton College in Clinton, New York. James is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. James is also a CERTIFIED INVESTMENT MANAGEMENT ANALYST™ professional governed by Investments & Wealth Institute® and a CHARTERED RETIREMENT PLANNING COUNSELOR™ professional as designated by the College for Financial Planning.
James resides in Manhattan. In his spare time he enjoys traveling, being active and spending time with family and friends.