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I am a financial planner and provide comprehensive financial planning services to families and small business owners. I have taught personal finance at a university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning.

In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010.

I have also been a professional trombone player -- playing in different orchestras. I also was a trombone performance major during my college years.

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James’ Qualifications

Education & Certification

Undergraduate Degree: Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages

Graduate Degree: Liberty University - Master of Arts, Theology

Graduate Degree: The American College - Master of Science, Financial Planning

Graduate Degree: Auburn University - Doctor of Philosophy, Vocational-Technical Education


Fishing, reading, and spending time with my wife and kids.

Tutoring Subjects



ChFC - Chartered Financial Consultant

CLU - Chartered Life Underwriter

EMT - Emergency Medical Technicians

FINRA - Financial Industry Regulatory Authority

Insurance License



Personal Finance

Professional Certifications

RICP - Retirement Income Certified Professional

Series 6

Series 7

Series 7 - General Securities Representative Exam (Stockbroker)


WMCP - Wealth Management Certified Professional

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