Simplified Financial Advice.
James has been in the financial services industry since 2006. He gained most of his career experience with Wall Street firms in both the institutional and retail sectors of the market coupled with a lifetime of entrepreneurial experience in his family’s business.
James is a CERTIFIED FINANCIAL PLANNER™ at Carson Wealth. He takes a comprehensive approach to providing financial advice that is centered around educating clients first. As a big believer in strong communication, James values deep conversations and sharing his experience to help his clients make the most informed life decisions possible.
James and his fiancé, Maria, live together with their lovely daughter, Lucy. They are active members and volunteers of their local Greek Orthodox Church and hold family life among their top priorities. Given time to himself, James enjoys warm weather, golfing and acquiring new skills.