James is recognized as a specialist on tax and investment strategies for retirement income planning and education funding. He helps clients pursue their financial goals through a strategic process. He determines which strategies from the various areas of financial planning are relevant to a client and what combination of strategies helps provide the family with the strategic process to work towards their objectives simultaneously. This approach can dramatically simplify his clients’ lives by allowing them to focus on what is relevant to their objectives and eliminating options and information they do not need. James and his wife Amy, with their two children, Mitchell and Emily, live in Rock Hill.

Contact James at (704) 409-2598