CFP®, AWMA®
Financial Advisor, University Division / Member Owner
I enjoy helping people begin to focus and prioritize their financial goals. What I like most about my job is helping people start the process of feeling confident about their financial future.
James has been involved in the financial services industry since 2010 and is part of Savant’s University Wealth Management team. Prior to joining Savant, he worked in real estate management.
James earned a bachelor of arts degree in journalism with an emphasis on advertising and a minor in business management from the University of Wisconsin-Whitewater. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Wealth Management Advisor® (AWMA®).
James is actively involved with promoting and providing bilingual educational and Spanish immersion opportunities for young children in the Madison area. He loves fishing, Wisconsin Badgers football, and spending time in northern Wisconsin with his family. James enjoys traveling, exploring new foods, and traveling to Peru to visit family.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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