CFP®, AWMA®
Financial Advisor / 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 is a financial advisor in Savant’s Middleton, WI office on our University Wealth Management team. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and Accredited Wealth Management Advisor® (AWMA®), John is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
James has been involved in the financial services industry since 2010. Prior to joining Savant, he worked in real estate management.
James is actively involved with promoting and providing bilingual educational and Spanish immersion opportunities for young children in the Madison area.
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.
James loves fishing, Wisconsin Badgers football, and spending time in northern Wisconsin with his family. He enjoys traveling, exploring new foods, and traveling to Peru to visit family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.