My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

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.

23
Years of Experience ?

Areas of Focus

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

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