As a financial advisor with over 20 years of experience, James brings a wealth of knowledge to assist his clients during all phases of their financial journeys. This includes planning for retirement, effectively generating income during retirement among other goals, and eventually passing on assets to loved ones.

In order to provide the highest level of service, James earned both his CERTIFIED FINANCIAL PLANNER™ certification as well as the Retirement Income Certified Professional (RICP®) designation.

James has a technical background having earned his Bachelor of Science Mechanical Engineering degree from Purdue University (Go Boilers!). He employs these technical skills in developing customized plans and portfolios for his clients.

James and his wife Barb, a children’s book author, have lived in Whatcom County, WA since 1996. Their two children both graduated from Whitman College in Walla Walla. James and Barb enjoy the theater, sports of all kinds, bookstores, and their hobby 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