James is a Certified Public Accountant and earned a Bachelor of Science in Business Administration in Accounting and Finance from The Ohio State University and has more than 30 years of experience providing tax and accounting services to large corporations, partnerships and individuals. James is a member of the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, and the AICPA Business Valuation and Forensic & Litigation Services Section.

James holds the FINRA Series 6 and 63 licenses through LPL Financial.  He has over 20 years of experience in financial planning including retirement and education planning for individuals, and designing and implementing retirement plans for businesses.