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.”