James has been a Financial Advisor with Wells Fargo Advisors since 2003. He is passionate about helping clients achieve their life goals by optimizing their personal investment plans. James holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Retirement Income Certified Professional (RICP®) designation.

Prior to making the leap for his own goal of becoming a financial advisor, James worked in the engineering field for fifteen years. James earned his Bachelor of Science in Mechanical Engineering at Purdue University.

This technical background, and on-going education, has provided James with a set of skills well suited to help his clients. James employs comprehensive analysis in developing customized client plans and constructing detailed portfolios.

James and his wife Barb, who is a children’s book author, have lived in Whatcom County since 1996. Both of their children graduated from Whitman College in Walla Walla and are now pursuing their own dreams. Whenever they get together, their family enjoys sports, theater, visiting bookstores, and their small farm. 


Experience

2003 - Present: Wells Fargo Advisors, Financial Advisor
1992 - 2003: Air Liquide America, Program Manager
1988 - 1992: Johnson Controls, Sales Engineer


Education & Credentials

Certified Financial Planner (CFP®)
Retirement Income Certified Professional (RICP®)
Bachelor of Science in Mechanical Engineering – Purdue University


Community Involvement

Northwest Washington Estate Planning Council



CA Insurance License Number: 0F60081. Resident State: WA