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 18 years within the wealth management industry. James is also an appointed Member of the Investment Advisory Committee on the Department of Defense Investment Board, 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 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.

As an Iraq War veteran, James has held various leadership and intelligence positions during his more than 20 years of service as a US Army Military Officer in the Army National Guard. He was last assigned to the White House Military Office as an Operations Officer, where he worked closely with West Wing staff within the Executive Office of the President and Vice President of the United States, to include the Council of Economic Advisers and National Security Council and multiple other agencies.

James is deeply committed to giving back to his community, particularly in supporting Veterans. He actively volunteers with several Veterans organizations, passionately advocating for improved treatment of Veterans grappling with Post-Traumatic Stress Disorder (PTSD). 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. James has also delivered presentations at conferences and workshops, and served as a guest lecturer at the University of Maryland, sharing expertise in financial planning.

As a seasoned global traveler with over 60 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. He maintains an active TS/SCI with YW security clearance.