Our founder, James Caufield, has been helping families for over three years. He entered the financial services industry to help families protect what matters most to them while creating a better life for his own family. He has developed extensive knowledge and expertise in various aspects of financial planning: retirement, legacy, protection, and future planning. James's approach is simple—he treats every client with the same care and attention, ensuring he properly understands the appropriate solution for each individual before helping them implement it.

As a young father and husband, James resides in Windermere, Florida, just outside Orlando. Outside of serving clients; he enjoys spending time with his family at theme parks, exploring Florida's nature preserves, and visiting the beautiful beaches of the Sunshine State.