James serves the role of senior planner supporting the team with complex case design for FourThought’s Signature clients. He builds comprehensive financial plans involving family and business structure integrating elements of advanced investment, estate, and insurance planning strategies.
James has been advising clients and families on their financial plans since 2004 and gained a wealth of experience with industry leaders, Bank of America and Prudential Securities. He also held various senior leaderships positions, most recently as Regional Director overseeing teams of financial planners in multiple high net worth markets. He has special expertise in overseeing complex family and business planning needs to include generational wealth transfer, investment management, and estate challenges.
James grew up in central Kentucky and embarked on a military career early in life. Having the honor to serve in the United States Navy and traveling the world cemented his values and appreciation for the uniqueness of our country.
James has several credentials and professional designations in the investment and insurance planning fields and is a current candidate for the CFP® designation.