James began his professional journey as a pilot for 10 years. A medical setback may have ended that career, but a mindset of safety and service to others stuck. Staying client-centric and service-centric, James later spent 5 years in the real estate industry as a Broker and Agent, and as a Drone Pilot.
His deep interest in financial technologies led him to further his education in finances, so in addition to an MBA, he attended courses that taught him different financial technologies. Ultimately, he attained a FINRA Series 65 license and numerous other credentials in various financial technologies like Blockchain.
Driven by his desire to serve and educate, James takes his fascination of finance, love of service, and his foundation of safety from aviation, into a path of financial literacy so that others can be empowered to understand and secure their financial future.