James is responsible for the coaching and development of financial planners. James is a strong proponent of a client-focused model that is centered on building long-term relationships and identifying and solving client needs. As an experienced planner James sees the value in developing and executing comprehensive financial plans and matching solutions to client need. James brings over 25 years of experience in finance, education and operations.
Very active in the Greater Cleveland area, James is a member of Social Venture Partners Cleveland (and Lead Partner with University Settlement), serves on the board of Western Reserve Rowing Association, is a College Now mentor, served as a pro-bono consultant with Business Volunteers Unlimited and a member of Rotary and the Chagrin Falls Masonic Lodge.
Born in Cleveland, James is a two-time alumnus of John Carroll University with an undergraduate degree in finance and masters in Business. James is also one of the inaugural members of the John Carroll Boler School of Business’s “50 Finest.” James and Cheryl are “Brady Bunch” partners of four teenagers ranging from 15 to 19 and a feisty 8-year-old who tries to keep up. The east side of Cleveland is home.