Kirkland, Washington Office
4030 Lake Washington Blvd. NE
Suite 305
Kirkland, WA 98033
Phone: (425) 366-4700
Fax: (425) 450-7500
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James focuses on helping clients achieve their personal financial goals.
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James believes he was destined to make his mark in finance. His father, grandfather, and great-grandfather all made their careers in the financial world, and James knew from an early age he would follow in their footsteps.
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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 master’s degree in Personal Financial Planning. James is also a CERTIFIED FINANCIAL PLANNER™.
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James lives in Kenmore with his wife Jessica and son Jackson. Outside of work, he spends his time enjoying the outdoors, golfing, cooking, and spending time on Lake Washington with friends and family.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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