James is the Founder and President of Renew Wealth Management, located in the Washington, DC metro area. He has an extensive background in comprehensive wealth management with particular depth in tax, investment, retirement and multi-generational planning spanning more than 20 years within the wealth management industry.

James is currently one of four appointed members of the Investment Advisory Committee on the Department of Defense Investment Board, where he provides strategic investment direction for over $2.8 trillion in military pension and federal trust funds while helping shape investment recommendations exceeding $400 billion to ensure the financial future of more than 3 million retired and active military service members and their families. He was a Vice President – Financial Consultant for 10 years at Charles Schwab & Co., where he advised on over $1.4 billion in client assets, and previously served as Director – Financial Planner for a private multi-family office firm assisting ultra-high net worth families with $30 million or more in assets.

An Iraq War veteran, James served for 22 years as a US Army National Guard military officer before retiring, holding diverse leadership and intelligence positions. He served five years as an Operations Officer within the White House Military Office, supporting the Executive Office of the President across the Biden and Trump administrations. His duties also included serving as a liaison officer to federal agencies like the CIA, FBI, DHS, USMS, and others.

James is deeply committed to giving back to his community, particularly in supporting Veterans. He is the Treasurer for the Harvard Veterans Alumni Organization, an organization representing over 6,000 Harvard Veterans globally. He also serves as Treasurer for the American Board of First Responder Behavioral Healthcare (FRBH). James also dedicates his time to mentoring Veterans who are navigating the challenging transition from military service to civilian life, offering guidance and support. Additionally, James is devoted to promoting financial literacy among youth in the DC Metro area, empowering them with the knowledge and skills necessary to make informed financial decisions and secure their future.

As a seasoned global traveler with over 70 countries in his adventure portfolio, he delights in the challenges of golf (his handicap notwithstanding), revels in the rhythms of Latin dancing, and deeply values the precious time spent with his family. James is a native of Jacksonville, FL, but currently resides in the Northern Virginia area.