Sr. Estate Planning Strategist
James assists families in crafting comprehensive estate plans to help achieve their financial and personal objectives, including asset protection and the strategic minimization of estate, gift, and generation-skipping transfer taxes. He forges personalized relationships, ensuring that clients understand their options for making an informed decision. Prior to joining Mercer Advisors, James honed his expertise at a private law firm. He earned a JD degree from Ave Maria School of Law, a BS in finance, and an MBA from Florida Gulf Coast University. While at FGCU, James played on the hockey team, was a member of the varsity cross-country team, and the triathlon club. While he remains active in sports, especially through coaching hockey, his main dedication remains focused on his family.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All legal advice and estate planning document preparation are provided through Advanced Services Law Group, Inc. (“ASLG”). Estate Planning Strategist employed by Mercer Advisors act concurrently as Counsel with ASLG to provide these legal services and advice to clients. The services of Mercer Advisors and ASLG are separate and distinct from one another, with each requiring a separate agreement and having separate compensation arrangement for services rendered.