4087 Sherman Hollow Rd.
Parrottsville, TN 37843
Background & Experience
James earned his B.S. degree from The Ohio State University in (1999) Family Financial Planning. He went on to complete his work in the field of family financial planning to earn a degree as a Certified Financial Planner in 2005. He has been successfully helping families for over 20 years plan for their financial goals.
How I Can Help You
Set up a time to meet James and learn more about your wealth management options.
For Full Disclosure of the CFP & CDFA Designation, Click Here
You can:
- Investment Portfolio Review
- Financial Plan strategy call
- Divorce Planning strategy call