James is a financial professional and relationship builder with a broad skill set which includes investment advisory, banking, client management, and mortgage lending expertise. As VP of Annuity Sales, James is responsible for helping his team of advisors identify business opportunities and appropriate products for their clients’ needs. He works directly with his advisors to help them grow their practices and achieve their goals. Previously James was a financial advisor at Bank of American Merrill Lynch, where he provided both investment advisory and banking solutions to his clients. James is originally from Kansas and is an alumnus of the University of Kansas. He is happily married to wife Lauren, and together they raise three very active, wonderful children. When not busy with work or family engagements, James can often be found pursuing some of his passions: hiking and Jeeping in beautiful north Georgia, searching for the perfect hot sauce, or participating in trivia tournaments.
