James works with his clients to create and maintain a customized financial plan to address all aspects of a healthy financial life.
With more than 15 years of experience, he knows that having a thorough understanding of where you currently are, and where you aspire to be, is essential to knowing the proper solutions and tools to achieve success. His planning-first approach addresses this.
James received his Bachelor of Science degree in finance and marketing from the University of Missouri – St. Louis, where he graduated with honors. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Outside the office, James and his wife, Tegan, live with their daughters in the St. Louis area. Introducing his girls to nature, travel, and the Cardinals brings him the greatest joy.