PRESIDENT, SENIOR WEALTH MANAGER, LICENSED INSURANCE AGENT
PRESIDENT, SENIOR WEALTH MANAGER, LICENSED INSURANCE AGENT
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 distinctive ability to listen carefully to their stories and then, together, they craft appropriate wealth strategies to help 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. A 2000 graduate of Kansas State University’s Family Financial Planning program, James has the preparation and perspective of both education and experience that result in distinctive client relationships.
James is an avid outdoorsman who enjoys physical challenges and being physically active in his free time. He currently lives in Lawrence with his wife, and two young daughters.
Pisces Wealth Team are not registered broker/dealers and are independent of Raymond James Financial Services.
Raymond James is not affiliated with and does not endorse Keating Premier Platform Retirement Plan, eMoney, Nationwide Retirement Plan or John Hancock Retirement Plan.