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James has a genuine interest in learning people’s stories and the values they embrace. Having spent nearly 20 years in the wealth management industry, he has a deep appreciation for his clients and their family’s goals. Clients often compliment James on his unique ability to listen carefully to their stories and then, together, they craft successful wealth strategies to make their aspirations a reality.
The inspiration behind James’s work – both professional and personal – is a constant improvement model. He aspires to be better each day than he was the day before. An avid outdoorsman who enjoys physical challenges, James lives on a 21-acre ranch with his wife, young daughter and menagerie.
A 2000 graduate of Kansas State University’s Family Financial Planning program, James has the unique preparation and perspective of both education and experience that result in exceptional client relationships.
Dreams only work if you do.