Biography

With over 13 years of experience in public accounting, James has served various insurance and SEC clients of CRI. Prior to joining CRI, James worked at an international firm where he managed various SEC engagements, including several large financial institutions. Therefore, he has experience with a wide range of SEC-related issues including initial public offerings. James has served numerous insurance and financial institution clients throughout his career.

Services

• A&A - Accounting & Auditing
• A&A - Agreed-Upon Procedures
• A&A - Employee Benefit Plan (EBP) Audits
• A&A - Financial Statement Audits
• A&A - Internal Audits & Controls
• Consulting - Insurance Coverage Reviews
• Tax - Employee Benefits Planning & Admin
• Tax - Personal - Financial Planning & Estates

Industry Specialization

• Broker/Dealers, Investment Mgmt, Funds
• Financial Institutions
• Insurance

Professional Affiliations

• American Institute of Certified Public Accountants (AICPA)
• Alabama Society of Certified Public Accountants (ASCPA)