Planning Associate, Tax
James joined the Clearstead Private Client Group in 2016. He is responsible for preparing and analyzing income tax returns for trusts, foundations, and individuals. James also provides financial planning services focused on current and projected future financial positions for our private clients.
Prior to joining Clearstead, James served as a student ambassador at Notre Dame College, and a Site Coordinator for the Earned Income Tax Coalition of Greater Cleveland. He holds a B.A. in Accounting along with a B.A. in Business Management from Notre Dame College.
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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114