James Motte, CPA, CFP®
My Role at Covenant
My roles at First Covenant Trust includes working with compliance/due diligence and coordinating with third-party financial advisors regarding client investments.
Education and Experience
I’m a Certified Public Accountant and a Certified Financial Planner ™. I have 15 years of experience working with wealth management firms and trust companies. I have lived in several states and attended colleges in Colorado, Arizona and Tennessee. I received a B.B.A in Accountancy from East Tennessee State University.
Community Involvement and Personal Notes
I am married with two children. I’ve coached youth baseball teams for 10 years and I enjoy helping out my brother’s “Let’s Strikeout Cancer” foundation fundraisers. I am a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants.