Our Team

James Paul Huber

James Paul Huber

Retirement Consultant

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.

Words that describe Me

Responsible, Consistent, Curious

Favorite Movie


Favorite Book

Dark Matter

Favorite Quote

Time is money

Secret Skill


Connect with James

We’re here to help you Live With Intention.

Worried about retiring? Do you feel personally and financially ready to retire? If the answer is not a solid, Yes, then it’s time to reach out for help in setting yourself up for success.

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