Simplified Financial Advice.

Meet James


James brings to his role as our Senior Wealth Advisor an impressive knowledge of global markets and financial planning. With nearly three decades of experience within the financial services industry, James has a talent for creating customized solutions for clients.

A graduate of Wayne State University, James has a B.S. in Economics and Finance along with an MBA. He was a member of Beta Gamma Sigma and graduated with honors.

Previously, James was the President of Meridian Advisory Services, LLC. Before that, he was a Corporate Controller for a Fortune 500 company. He enjoys educating clients and empowering them to find their freedom.

Outside of the office, he can be found staying active with tennis and golf. His hidden talent is public speaking and his favorite quote is “Don’t try to catch a falling knife.”


Favorite Food:


Best piece of financial advice I received:

Stay fully invested and diversified.

If I could meet anyone, past or present, it would be:

Milton Friedman

Favorite book:

Killing the Rising Sun

Favorite movie or TV show:


What motivates me:

Teaching clients

Favorite holiday:


Something on my bucket list:

Teaching Finance

Place I’d most like to visit:

South Africa

My biggest accomplishment:

Building my financial advisory practice

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.