James joined Carver Financial Services in February of 2022. Prior to Carver, James worked for PNC Investments in their Downtown Cleveland office assisting clients and PNCI Financial Advisors with operational and service-related tasks. James graduated from John Carroll University with a Bachelor of Science in Business Administration, majoring in Business Management. He later obtained a Masters of Business Administration from John Carroll University, focusing on Data Analytics. James is originally from Rochester, NY and has lived in the Cleveland area since 2013.
James currently holds his Series 7, Ohio Life and Health, and Series 63 securities licenses. James plans to obtain his Certified Financial Planner (CFP) certification.
James resides in Seven Hills with his fiancé, Lauren, and their goldendoodle, Marley. In his free time, James enjoys outdoor activities such as skiing, mountain biking and hiking. He also enjoys spending quality time with family and friends exploring new places. James is very excited to join the Carver team and looks forward to meeting CFS Clients and helping them to plan for their futures.