James joined Clearstead’s Private Client Group in 2023. As a Planning Associate, James works closely with our client advisors to provide analytical support in all aspects of tax, financial planning, and investment management.

Prior to joining Clearstead, James spent a year and a half as a tax accountant and a year in public accounting. He also started his own bookkeeping and tax business. James has a Bachelor of Arts in Accounting, Finance, and Business Administration and a Master of Arts in Organizational Leadership from Malone University. He is a Certified QBO ProAdvisor: Online, Advanced Online, and Payroll.