Mike James is a Certified Financial Planner (CFP®) with an education in business and years of leadership experience at a Fortune 500 company. He draws on that background to help families, professionals, and business owners make confident financial decisions.

Mike entered financial planning after seeing how overwhelming money management can feel when you’re building a career or raising a family. His goal is simple: take the stress out of financial planning and provide a clear path forward, whether that means growing wealth, preparing for retirement, or protecting what matters most. Clients value his straightforward style and his ability to explain complex ideas in plain language, making financial planning accessible and practical.

Outside the office, Mike enjoys spending time with his family, being outdoors, golfing, and playing hockey. He is also active in the community, contributing through local boards and charitable organizations.