Senior Director, Client Services
For James, the unique combination of assets, goals and aspirations each client brings to the table is always fascinating. And this makes his first responsibility also a great pleasure: getting to know each client, their families, all their opportunities and challenges. James’ work is rooted in understanding the details of your finances and applying in-depth analysis/modeling so your entire asset base can be used to activate the life you want for yourself and your family. The greatest compliment a client can give me, he says, is when they say their complex financial plan is “simple” to grasp and they can now move forward with confidence and clarity.
James’ love of fly fishing and the great outdoors has made him an active participant in preserving the environment; he serves on the board of the Hoh River Trust, a conservancy for lands in the Olympic Peninsula of Washington State. When not hiking or chasing fish, you might find James in West Seattle coaching youth baseball or basketball teams.
Designations and Education
- Master’s in Finance
- B.A. in Business Administration
Seattle Pacific University
Community and Industry Affiliations
- Hoh River Trust
Board member and director