James is a wealth advisor with a sub-specialty in real estate investing. He helps clients augment their investment portfolios through real estate, and utilize tax savings strategies available to the real estate investor. While building his own real estate portfolio, James created a team of experts who source, finance, and manage investment properties. He has also developed close relationships with accounting firms and CPA’s to provide proactive tax advising for his clients.
James understands the importance of a diversified investment strategy and believes success follows a tailored financial plan, proactive tax planning, and exposure to both the stock and bond markets. He prioritizes thorough financial planning with a simple and concise presentation style.
James graduated from the University of Illinois Urbana-Champaign with a BS in Civil Engineering, and from The university of Missouri Kansas City with a MS in Finance. He was also a member of the varsity rowing team at Illinois. He lives in St. Charles, MO with his wife and children.