For more than 25 years, James has helped families and business owners focus on comprehensive retirement and investment planning services. He provides thoughtful, prudent investment planning to help create the greatest likelihood of his clients realizing their most important financial and lifestyle goals. As a non-practicing CPA, his background in both public accounting and corporate finance provides a foundation for him to advise corporate executives and small business owners on their retirement plan needs.

Due to his experience, James speaks for various business and professional associations, including the Wisconsin Institute of Certified Public Accountants (WICPA). He also contributes articles to the Milwaukee Journal Sentinel, Small Business Times, American Medical News and the WICPA’s On Balance magazine.

James earned the Accredited Investment Fiduciary® designation from Fi360’s Center for Fiduciary Studies. The AIF® designation certifies that the recipient has knowledge of fiduciary standards of care and their application to the investment management process. The AIF® designation is the culmination of a rigorous training program, including a comprehensive final exam, as well as agreement to abide by the code of ethics and conduct standards.

In his leisure time, James enjoys exercising, spending time with his family and staying active in his local church.