James is dedicated to helping individuals and families achieve their retirement dreams with a personalized financial strategy. With years of experience in the insurance industry, James understands the importance of building and protecting assets through services like:
- Retirement Income Strategies
- Annuities
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
- Legacy Planning
James’s journey into financial planning became personal when he faced $30,000 in health insurance costs in a single year. Realizing that many others faced similar financial challenges, he established his own practice to provide expert guidance. Over the years, James has assisted hundreds of clients in securing their financial futures.
He holds a Bachelor of Arts in business administration and finance from Westminster College in Fulton, Missouri, and is licensed in health and life insurance.
When he’s not helping clients, James enjoys spending time with his children, Sawyer and Renley, traveling, bodybuilding, playing hockey, cooking, and composing music for the piano.