James is our primary LPL Financial Advisor at Financial Dimensions, where he specializes in financial planning, asset management, and 401(k)s and pensions. He has been in the financial services industry for over two decades and started his career at large firms, including Prudential, UBS, and Wells Fargo. All of this experience helped James build his book of clients and soon after, he was drawn to the independent business model. At Financial Dimensions, he enjoys educating and helping his clients better navigate the crazy investing landscape we live in, and he greatly enjoys watching them grow in their financial confidence. There’s a reason why he likes to say that if he weren’t a financial advisor, he would make a pretty great motivational coach!
James learned at an early age that the best way to help others is to be the best you that you can be, and he strives to echo this lesson every day. James always has his nose in a book and is constantly keeping up on the many market updates available for him. He holds his BA in Political Science with a minor in Economic Theory from San Diego State University, but more so he holds decades of market research and passion. In fact, James even says that sometimes, he can’t stop talking about the markets and their reflection of our humanity! He believes he takes personal investing to the next level through psychology, thought leadership, and behavioral research.
When not in the office brushing up on his investing and people skills, James can likely be found spending time outdoors with his friends, family, and dog! He loves anything outdoors, but especially enjoys hiking, biking, camping, mountaineering, skiing, and snowboarding. He is also interested in studying and practicing wellness, including yoga, nutrition, and psychology. James is a volunteer and continues to support the Lower Columbia School Gardens (a chance for children to understand the importance of healthy food), has served on the board of the Southwest Washington Symphony, and supports the Big Brothers/Big Sisters program. He and Gina are also both involved with LifeWorks Northwest, an organization that delivers high quality individual and group treatment that benefits the community as a whole.