James has over 15 years of experience in the financial industry, joining CIC Wealth in 2018 after spending the majority of his professional career as an independent advisor and in Retirement Plan sales with Nationwide Financial. James has the experience and ability to provide business owners with a more comprehensive style of planning, focusing on increasing the net worth of the business and the owner. This includes, but is not limited to, succession planning, key man policies, buy-sell agreement funding, Retirement plans, Group employee benefits and many other strategies, services, and solutions. His mission is to give business owners a sense of security that what they have worked on and created as their life’s work is secure, with paths forward to increase the overall value of the business, and give back a most valued asset, time. James also devotes time to provide financial services to individuals and families who are committed to protecting their assets and achieving their financial goals.
James lives in Towson with his wife and three sons. James is active in his community serving on the local youth rugby club board and volunteers with his son’s Boy Scout Troop.