James has held the CERTIFIED FINANCIAL PLANNER™ certification since 2015. Combined with a BS in Business Administration from Arizona State University, he brings both strong intellect and a keen sense of planning strategies to apply when working with and problem-solving for clients.
James began his career in the financial services industry over 15 years ago working in a broad range of positions in the field. This experience honed his natural and empathic planning tendencies and set him on a path to becoming a lead advisor where he helps clients achieve their dreams and goals through a holistic financial planning approach.
While James’ passion is his family; his wife Tanya, his daughter Josalyn and his son Conrad, he has an interest in learning about cooking and wine and the culinary offerings in the Pacific Northwest while continuing to become the best Financial Advisor he can be. When not pursuing those passions, he enjoys golfing, boxing for exercise, hiking and exploring.