SENIOR FINANCIAL ADVISOR
As a Senior Financial Advisor with Seventy2 Capital, James strives to enhance his clients’ financial well-being by advising on the optimal mix of investment and financial tools. He takes an active role in educating clients to help them have a level of comfort and confidence in investing at all times. His primary focus is assisting individuals and families, particularly in the legal professions; however, he also works with business owners on various corporate retirement strategies.
James believes that whatever your destination, working with a financial professional who can provide tailored and holistic investment advice will help expedite ones’ financial journey.
James earned his Bachelor of Science in Finance from the Robert H. Smith School of Business at The University of Maryland, College Park. He and his wife are long time Maryland locals, and enjoy the outdoors, playing golf, and spending time with their families.