Meet James.

I have had the privilege in working in the financial services for over 20 years. I have been everything from a teller, personal banker, assistant manager, branch manager, mortgage loan officer and private banker. With all this experience, I discuss a full financial picture to improve the lives of all people I come across. The purpose and planning is an essential part of assisting individuals and families to make their dreams a reality. My approach is to be straightforward, show integrity and always deliver a high level of professionalism.

Personal

I love spending time with my wife Rachele, son Blake, son Bradley and daughter Brianna. We are involved in soccer, basketball and golf. Blake plays golf as the #1 player representing his high school. Bradley plays as a 3 and 4 for his basketball team on an advanced level. Brianna plays on an advanced level for soccer as a mid-fielder and basketball as the point guard. I am the #1 fan, wear customized shirts that I have made and I will not miss their events for the world. I also enjoy playing golf, listening to music and going on dates which I have nicknamed, “secret fun” with everyone individually.