James is passionate about the financial details of our client’s business activities working closely with them and our Financial Management team to prepare their financial books and records, financial statements and tax returns. Clients value his accuracy in keeping their day-to-day business transactions organized, as well as his commitment to meeting their individual needs.
James served as an Accountant with Bridgewater Wealth & Financial Management prior to merging with The Colony Group in early 2018 and also worked with accounting and tax preparation firms in the Washington, DC area.
James is pursuing a degree in Accounting from the University of Maryland University College. He loves cooking and baking and is most relaxed when he is in the kitchen.