James Nevers, CFP®

Washington State Icon Kirkland, Washington
Vice President / Partner
Person Icon

About James

You could say James was destined to make his mark in finance. His father and grandfather, and his great-grandfather too, made their careers in the financial world, and James knew from an early age he would follow in their footsteps. James attended the University of Washington’s Foster School of Business for his undergraduate degree and continued his education at Texas Tech University achieving a Masters in Personal Financial Planning. James lives in Kenmore with his wife Jessica and new son Jackson. Outside of work, he spends his time enjoying the outdoors, golfing, cooking, and spending time on Lake Washington with friends and family.

Certificate Icon


M.S. Personal Financial Planning - Texas Tech University
B.A. Business Administration - University of Washington

How can James help?


Office Building Icon
James works in our Kirkland office in Washington, see their office information here.
Kirkland Office