James is Executive Vice President of Advanced Planning for Peachtree Planning where his responsibilities include designing advanced planning strategies, working closely with business owners and high net-worth families. He is also a Managing Director where he trains, coaches and mentors the firm’s new financial representatives to ensure they are able to succeed in their chosen career with Peachtree Planning.
James entered the financial services industry in 2008. Over that time, he has worked closely with advisors and clients to enhance the value of the financial planning process. James has been a featured speaker at industry conferences on topics such as behavioral finance, asset diversification, retirement income planning, and multi-generation wealth planning strategies.
James, his wife Ashley, and their two daughters live in Atlanta. They are active members of their church and frequently volunteer in their community.
- University of Louisville, B.S. Finance, 2003
- University of Missouri-Kansas City, Juris Doctor, 2007
- University of Missouri-Kansas City, LL.M. (Taxation), 2007
- University of Missouri-Kansas City, Masters of Business Administration, 2007
Peachtree Planning’s corporate office is located at 5040 Roswell Road, Atlanta, GA 30342. James’ phone number is 404-260-1630 and the fax number is 404-260-1730. His email address is firstname.lastname@example.org.