James has been in the financial services industry for over two decades and has helped thousands of people make better financial decisions. He has spent time as a financial planner with nationally r...view moreJames has been in the financial services industry for over two decades and has helped thousands of people make better financial decisions. He has spent time as a financial planner with nationally recognized firms and also as a banker. Jim believes in empowering individuals to make better financial decisions through preparation, knowledge and planning. James is a member of the Financial Planning Association and is a Certified Financial Planner®.view less