James has worked as a financial services professional since 1992. His practice centers on financial planning and wealth management for families and small businesses.
James attended the University of Minnesota where he received a BS degree in Business Administration and the University of West Florida where he earned an MBA in Business Administration. He served 26 years on active and reserve duty in the U.S. Navy as a Naval Flight Officer. James completed the College for Financial Planning professional education program in 1998 and is a CERTIFIED FINANCIAL PLANNER™ certificant. James maintains his FINRA Series 6, 7, 63 and 65 licenses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.