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Experience

As a member of our firm’s Wealth Management team, I work with business owners and high-net-worth individuals to focus on their needs by acting as their personal CFO to provide holistic, unbiased financial planning advice that will help grow their balance sheets. I oversee a team of advisors who serve clients in Ohio and across the country.

View More of James's Experience

Whether it’s packed into an RV with my family to see national parks across the country or backpacking through Europe seeing historical monuments. I’ve made it to 30 states and 17 countries, and I look forward to many more!

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