Certified Financial Planner (CFP®)
Accredited Investment Fiduciary (AIF®)
Arizona State University, B.A. Finance
James earned his B.A in Finance from Arizona State University in 1999 and acquired his Certified Financial Planner (CFP®) designation in 2006. James' career path has allowed him to wear many hats including Vice President/Investments with Merrill Lynch and Banc of America Investments, and Co-Founder of Providus Advisors, a fee only investment management and financial planning firm, with the latter's acquisition in 2020 bringing him to EP Wealth Advisors.
In 2013, James achieved the Accredited Investment Fiduciary (AIF®) designation which reflects his extensive knowledge as well as his firmly-held standard of excellence in all of his fiscal dealings. As a Certified Financial Planner, James demonstrates the highest principles of integrity and professionalism when dealing with clients. His education, experience, and dedication have made him a resource as a fiduciary for individual investors and corporate clients alike.
When not working, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.
Client Relationship Associate
-Help with account maintenance and balances
-Help with wire transfers, and money movement
Business Operations Manager
-Help with front desk reception/client service
-Help with office maintenance
- Personalized Asset Allocation
- Tax Efficient Investing
- Financial plan development
- Implementation of planning recommendations