James began his career at a Fortune 50 financial firm, where he learned about the synergy among investment management, tax/estate strategizing and comprehensive planning to achieve the best outcomes. He has had the privilege of working with diverse clients, including individuals, businesses and business owners, always tailoring strategies to meet their unique aspirations. He shares Liberty’s values of a client-centric approach and customizable solutions. A personal financial planning graduate of Western Michigan University, James extended his passion for finance beyond the classroom. He actively contributed to an investment blog, sharing insights and discussing investment strategies.