About James
James works closely with clients to create customized, tax-efficient plans that allow them to enjoy their lives. He and his team diligently monitor portfolios, always on the lookout for new opportunities while evaluating potential risks.
James currently resides in Atlanta with his wife, Shannon, their two children, and their dog Dexter.
Education and Professional Milestones
- University of Georgia – Bachelor of Business Administration in accounting and Master in accounting
- Served as an advisor and owner at Nova Wealth Management Group
- Serves on the board of the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council
- Is a legacy advisor for Children’s Healthcare of Atlanta
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.
James works closely with clients to create customized, tax-efficient plans that allow them to enjoy their lives. He and his team diligently monitor portfolios, always on the lookout for new opportunities while evaluating potential risks.
James currently resides in Atlanta with his wife, Shannon, their two children, and their dog Dexter.
Education and Professional Milestones
- University of Georgia – Bachelor of Business Administration in accounting and Master in accounting
- Served as an advisor and owner at Nova Wealth Management Group
- Serves on the board of the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council
- Is a legacy advisor for Children’s Healthcare of Atlanta
Focus Partners is not engaged in the practice of public accounting and is not registered as a public accounting firm.