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.