The best part of James’ job, according to him, is collaborating with exceptional people to help clients navigate their financial journey with confidence. He finds great satisfaction in understanding each client’s unique aspirations and crafting tailored strategies that bring their financial goals within reach.
Outside of work, James has a deep love for the outdoors. Whether it’s biking, hiking, golfing, or simply soaking up some sunshine, he’s happiest when active and surrounded by nature. Golf holds a special place in his life, blending challenge and fun, so chances are you’ll find him perfecting his swing or tackling a new course on the weekends.
James currently resides in the Sandy Springs area with his wife, Lindley.
