Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Business Succession Planning, Financial Education, Risk Management Strategies, Charitable Giving, Estate Planning, Student Loan Refinancing
Waking up each morning with a strong sense of purpose and clarity is one of James’s core tenets. He believes that the results people seek are directly correlated to the mindset, habits, and actions we take for ourselves.
“People don’t just wake up one day and become the person they want to be with the life they want to have. No one is going to just hand it to us either. It’s our job to CREATE it every day through the actions we take on a consistent basis.”
Passionate about serving others and committed to helping his clients create the lives they want to have, James places a strong focus on building relationships and delivering value to those he meets. He works very closely with his clients to help them figure out not only what matters the most to them but how they can obtain the goals they’ve set for themselves.
James graduated with a bachelor's degree in Finance and Financial Management Services from James Madison University. As a Financial Planner and Registered Investment Advisor, he holds FINRA Series 6, 63 and 65 registrations and is registered representative with MML Investors Services, LLC.
When James isn't focused on helping others, he’s busy challenging himself in his quest for personal growth. He’s an avid reader, loves exercising, flag football and embraces a growth mindset.
James Madison University
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101 Interchange Plaza Suite 103
Cranbury, NJ 08512