James comes to Vision Wealth Advisors with 20 years experience in the financial planning industry, where he has honed his skills in investment management, retirement planning and wealth preservation. James is passionate about helping his clients navigate the complexities of financial planning, ensuring they make informed decisions that align with their short and long-term goals. He believes in a personalized approach, taking the time to understand each client’s unique situation and aspirations. This commitment to client service has earned him a reputation for trustworthiness and integrity in the financial advisory industry.
James and his wife, Kelsey, live in Northern Colorado, with their two beautiful daughters, Rylee and Bailey. James and his wife are both natives of Northern Colorado. Growing up in the area, they have strong roots, with lots of family still in the area. In his spare time, James enjoys playing golf, spending time in the outdoors, and tending to his vegetable garden.
James graduated from the University of Colorado at Colorado Springs earning a degree in Business Administration with an emphasis in Finance. He is a LPL Registered Representative and LPL Investment Advisor Representative (for fee planning) of LPL Financial, holding Series 6, 63, and 65 registrations.