James has been in the financial services industry since 2006. Most of his experience comes from Wall Street firms in both the institutional and retail sectors of the market. James also brings a lifetime of entrepreneurial experience from his family’s restaurant business. James is the Director of Wealth Planning at Carson Wealth. He also is a CERTIFIED FINANCIAL PLANNER™ professional. He takes a comprehensive approach to providing financial advice that is centered around educating clients first. As a believer in strong communication, James values deep conversations and sharing his experiences to help clients make the most informed life decisions possible. James lives in Washington County and enjoys spending every free moment he has with his daughter, Lucy. He is an active member and volunteer at his Greek Orthodox Church and holds family among his top priorities. Given time to himself, James enjoys anything in warm weather, reading, and acquiring new skills.