About James

I am a Wealth Management Advisor at TIAA with over 27 years of experience in the financial services industry.

I am proud to help provide my clients with customized investment solutions with an emphasis on financial education to empower them to take an active role in the financial planning process.

I focus on helping those in the education, medical, and non-profit industries work towards meeting their unique personal and financial goals, but I believe that proper planning is important for everyone.

I believe that an investment strategy is only as good as one's ability to stick with it, which is why I work closely with my clients to help them clearly articulate their goals and create a roadmap seeking to ensure their success.