Experience

A founding member of the Cumberland River Group, James provides highly customized advice, investment solutions and financial planning services to individuals, multi-generational families and business owners in Nashville and the surrounding areas, building on his work of more than a dozen years in private wealth management.

Dedicated to truly understanding his clients, James prides himself on the relationships he has nurtured over the years.  He strives to deliver an exceptional client experience as their chief financial advocate. His mission is to develop a comprehensive portfolio that integrates a client’s unique risk/return profile with estate conservation and tax planning strategies to help them ultimately achieve their financial goals and leave the legacy they desire.

James is a graduate of Hobart College in Geneva, NY with a Bachelor of Science in Biology.  He also completed studies at the Department of Entomology Graduate Program at University of California at Riverside, applying computer science and statistical modeling to ecological analysis.

A current resident of Nashville, Tennessee, James is actively involved in numerous non-profit and educational organizations.  He serves on the Boards of the Preservation Foundation, and Tennessee Conservation Voters, and is also a member of the Percy Priest Yacht Club. When he is not working directly with his clients or guiding the many organizations he supports, James enjoys sailing, traveling, and spending time with his two young daughters, Zinnia and Elizabeth, and his bride Travis Loller.

A valued team member of the Cumberland River Group, Erin provides administrative support to clients. She meets their day-to-day needs and assists with the administrative responsibilities aimed at helping clients achieve their goals.

Erin is dedicated to providing exceptional client service and strives to ensure that a client's experience exceeds their expectations. She recognizes consistent follow up and proactivity are fundamental to building trust and strengthening relationships.

Erin is a graduate of the University of the South in Sewanee, Tennessee, where she double majored in History and Environmental Sciences. She began her career in the financial services industry working as an Administrative Assistant for M. Safra & Co., Inc. in New York City. Before joining UBS in 2014, Erin worked for a private family endowment, where she helped organize and maintain daily operations.  When not working, she enjoys spending time with her husband, Paul, attending Titans and Sounds games, playing golf and travelling.