James worked for a large insurance company in Chicago, IL, after earning his Economics and Political Science degree at the University of North Carolina at Chapel Hill. It wasn’t long before James discovered his passion for helping families reach their retirement goals. He then moved back to Chapel Hill, attained his insurance licenses and his Series 65, and joined the team at Cardinal. He is actively studying to attain his CFP® designation as he continues his Cardinal career. James enjoys working out, playing basketball, reading, and watching football.