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James is a financial advisor, Office of Supervisory Jurisdiction (OSJ) supervisor, and the president of Preferred Planning Associates. He offers over 15 years of financial industry experience and currently holds FINRA Series 7, 24, and 66 licenses in addition to insurance licenses. He earned his Accredited Investment Fiduciary® (AIF®) designation from fi360 in 2014. He joined the firm in 2002 to further his professional development and has continued to build a successful family and community oriented firm. James specializes in fee-based financial planning and wealth management, and has applied himself to help improve his clients’ financial future by determining their investment needs and goals. He is dedicated to thinking independently and providing exceptional customer service that is built on the belief that the values of integrity, honesty, and patience are virtues and not hindrances. Community involvement is especially important to James. He supports the Juvenile Diabetes Research Association, and is a member of the Chamber of Commerce of Dayton, Ohio, and the Financial Services Institute (FSI). James is a resident of Troy, Ohio, where he resides with his wife Becky. They are proud parents of their son Dylan, who is the Band Director for the Hazard Independent School District in Hazard, Kentucky.
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