James Paul Huber

My role at TFA

I take a proactive approach when working with clients, helping them pinpoint their key priorities. Together, we create a strategic plan that optimizes their available resources to achieve both short-term and long-term goals.

My motivation

I chose the financial planning profession because I learned at a young age that proper financial knowledge to reach your goals is not taught. It gives me great satisfaction to help our clients achieve financial success and long-term stability.

My life outside of TFA

I enjoy playing golf competitively, travelling and trying new restaurants and food groups. I also coach middle school golf in Charlotte.

I grew up outside of Cincinnati, Ohio and moved to Charlotte in 2020. I live with my girlfriend, Amanda and our dog, Copper.