Who has had the biggest influence on your life or career?

My father. He always wanted me to be a financial advisor.

How do you like to spend your time outside of work?

My family loves to spend time in nature. We love fishing and kayaking.

What life skill do you think should be taught in school?

Personal finance in high school. Many public schools barely touch on the basics.

What destination is at the top of your travel wish list?

Marbella, Spain is a place I want to visit.

Having grown up in southern Indiana, James has lived in Cincinnati, Ohio for most of the past 30 years. His son, Drake, is pursuing his degree in nursing and working in cardiac ICU. His daughter, Ariana and her husband, CJ, reside in Fayetteville, NC where CJ is proudly serving in the United States Army. James holds a Bachelor of Science degree from Indiana University. He brings over three decades worth of industry experience to our team and is very passionate about providing families and business owners with assistance in building their financial freedom. James is an Accredited Investment Fiduciary® (AIF®). He also holds the Life, Accident, and Health Insurance licenses, as well as, Series 7, 63 and 66 securities registrations.

Check the background of this investment professional on FINRA’s BrokerCheck.