James’ excitement about the markets has driven him to provide his clients with global access to the best investments and solutions available, while relieving some of their daily stress. He employs alternative strategies to mitigate risk and tactical allocations while working with asset management portfolios including stocks and bonds. James holds a Bachelors of Finance and a Bachelors of Real Estate Investment from the University of Missouri, Columbia, MO.
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Managing Your Financial World

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Appointment Only Hours
Mon - Fri5:00 pm - 9:00 pm
Sat - Sun9:00 am - 5:00 pm
Amenities
After-Hour and Weekend Appointments Available
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CoreNorth Capital Planning

Category
Financial Planners
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