My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.


James has been married to his beautiful wife, Diane, for 19 years and they have two teenage children, Tyler & Kelsi. When James isn't working, he enjoys spending time with his family, boating together, working outside, and playing basketball. He was raised on a farm in Aumsville and learned early that working hard brings value to yourself and others.

Community Participation

James is actively involved in his local church, and supports his Alma Mater, Corban University and Young Life. His family serves local youth in the community and has served dinner for several years at the Union Gospel Mission.

Years of Experience ?

Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Awards & Recognition

  • Financial Times Top 400 Advisors, 2017
  • Forbes Best-in-State Wealth Advisors, 2018-2019


  • Bachelor's Degree in Accounting & Finance from Corban University in 1996.