James Lamb

I am a Warrant Officer in the US Army and a licensed financial advisor. I provide retirement planning services and help people invest in stocks, bonds, mutual funds, annuities, 401(k)s, IRAs, 529 college savings plans, etc. So, my clients trust me to manage millions of dollars in investments, and the Army trusts me to manage millions of dollars’ worth of equipment. I became a licensed financial advisor in New York back in 2001, and I enjoy coaching service members on how to structure and allocate funds in their TSP. Most importantly, I coach service members on behavioral finance and investing. I try to spread this advice to all service members and federal employees that have an open mind and are willing to listen. I am on a mission to help people make a plan to have the right amount of income in retirement.