James brings a disciplined, thoughtful approach to investing, offering his clients high-level professional advice as they navigate fiduciary responsibilities and plan for their financial future. He takes pride in delivering holistic financial guidance—looking at the full picture to help clients feel confident and in control. With a wide breadth of knowledge, James thrives on crafting tailored financial plans that align with each client’s unique goals and dreams.
With nearly two decades of experience in the financial planning world, James has earned numerous honors and awards. At Financial Services of Virginia, he focuses on client acquisition and education, meeting with both current and prospective clients to break down complex investment strategies and make retirement income planning easier to understand.
A proud Richmond native, James is a graduate of The Steward School and went on to earn his Bachelor of Science in Entrepreneurship and Entrepreneurial Studies from High Point University. He holds several key licenses, including FINRA Series 6, 63, 65, and 7, along with his Virginia Life, Health, and Annuities license. Always eager to learn more, James pursued and earned the distinguished ChFC® designation, drawn to its in-depth, education-focused approach to financial planning.
When he’s not working with clients, James loves spending time with his wife, Ashley Lauren, and their kids, Welles and Whit. You’ll often find the whole crew relaxing at home with their two dogs, Harley and Hunter, or off on an adventure. The family has a passion for travel—whether it's exploring the energy of big cities across the U.S. or unwinding on the peaceful shores of Ocracoke Island. James is also deeply involved in his community, volunteering with the Richmond Chapter of Junior Achievement, the children’s science museum, and serving on the Alumni Board at the Steward School.