Named to 11 “Top Advisor” lists by Worth, Money & Medical Economics, James is a proven thought leader among fee-only financial planners. He advises, counsels and coaches families on their journey toward a sustainable financial future drawing from more than three decades of experience.

James is past president of the National Association of Personal Financial Advisors (NAPFA), the primary professional association of fee-only financial advisors. He also served as a member of the Board of Governors of the Certified Financial Planner Board of Standards, the credentialing body for the CFP™ professional designation. He received his undergraduate education in economics at the University of South Carolina and is a Certified Financial Planner™.

James and his wife Cathy reside in Shandon, South Carolina with their cat Victor. They have two young adult children, John and Nazley. When he isn’t at work, you might find James riding his Peloton or traveling to wine regions in the U.S. or abroad.