As a Senior Investment Advisor, James works with your family to help deliver comprehensive investment advice and solutions to align your portfolios with your overall financial objectives. He implements strategies to help enhance after-tax returns and manage risk in consideration of external variables and your long-term investment horizon to aid in bringing about successful outcomes for you and your family. James has the knowledge, experience and desire to help bring about successful outcomes as your trusted advisor.
Prior to joining Journey Advisory Group, James was a VP & Portfolio Manager for Wealth Management at U.S. Bank. He provided investment services to help clients work toward their goal of building and maintaining wealth. James used his expertise to establish an integrated investment approach, offering asset allocation and derivative strategies to help clients meet their financial goals based on their personal objectives. James has more than 25 years of experience in financial services and investment management.
James graduated with a Bachelor of Science in business administration from Xavier University. James also holds the Chartered Financial Analyst® designation.