Director of Private Client Wealth
James became a Certified Public Accountant in August of 1975 and was recognized as the Outstanding CPA in Government and Education in Georgia in 1998. James has an extensive healthcare background having entered the industry in 1982, Promoted to CEO of South Georgia Medical Center in 2000 and retiring in 2011. He retained his CPA license until 2013. As a result of this experience he is knowledgeable about medicare, social security, and retirement plans. As our Director of Private Client Services he will be able to educate clients who are approaching retirement age and who would benefit from answers to the following questions. When should I enroll in social security and Medicare? What options do I have with regard to my employer sponsored benefit, insurance and retirement plans?