A Healthy Financial Company
GWN Speech.JPG

James E. Roberts, CFP, CExP

As the founder or Community Whealth, James has a deep sense of what it means to rely upon and to serve his community.

 

James has made a name for himself in the business world designing effective and efficient business ownership transition strategies for businesses of varying size and industry. As a trained Exit Planner, James brings both the learned skills and experience to teach business owners, contemplating their transition, what opportunities and risks exist relating to their stated precision objectives.  Learning from others mistakes, James is able to steer clients away from trouble and towards smoother seas while they make the single most critical financial decision of their lives. 

James is a CERTIFIED FINANCIAL PLANNER and a Certified Exit Planner.  James graduated from the University of Maryland at College Park with a degree in Communications.  He uses those skills everyday to ensure clients receive a plan that they can both understand and implement at each step.  

James is the proud husband to Carrie and proud father of Landon, Bentley & Hudson.  James' hobbies include charitable fundraising, basketball, snowboarding, cycling, swimming, and meeting and speaking with other entrepreneurs.  

 

 

Kevin Manley Pic (Front).png

Kevin Manley, MBA, CExP, MS Eng.

Kevin serves as the President of Community Whealth Transitions . Kevin has a great story of his own having successfully exited his own business years ago through a third party sales transaction. With his engineering background, exit planning training, and his desire to get into the weeds with all of our exit clients, Kevin leads a pure and determined transition planning practice that is growing by the day. As an entrepreneur himself, he understands exactly what excites our business owner clients and what keeps them up at night worrying. It’s this experience that makes his advice so targeted and effective.


FAMILY

 
IMG_8341.JPG