2396 Liberty Way
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using comprehensive methods.
LPL Financial Advisor
James serves families, businesses and their owners with comprehensive retirement planning and financial strategies. James is a native of Hampton Roads, and a graduate of Old Dominion University with a degree in Economics.
Through LPL Financial, James holds several securities registrations, including Series 6, 63, 65, and he also holds his life, health, and annuities insurance licenses for Virginia. He has worked in the financial services industry for nearly 20 years.
James is a member of the National Association of Plan Advisors (NAPA), which is part of the American Retirement Association.
James holds the Chartered Retirement Plan Specialist ® (CRPS ®) and Chartered Plan Fiduciary Advisor
(CPFA ®) designations. Individuals who hold these designations have completed study encompassing design, installation, maintenance and administration of retirement plans. Upon successful completion of the CPFA ® and CRPS ® designees have agreed to adhere to the CRPS Standards of Professional Conduct and are subject to a disciplinary process. CRPS must completed 16 hours of continuing education bi-annually, and CPFA ® designees are required to complete 20 hours of continuing education biannually and reaffirm adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
James resides in Chesapeake with his wife, Rebekah, and four children, Avah, Asher, Edward, and Abigail.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.