“James has helped me with financial planning for over 35 years. His help has been instrumental in my growth from employee, to (multiple) business owner, to investor, to current nearing retirement and very comfortable financially.

His invaluable advice has been crucial to keep me focused on sound financial objectives while helping me consider not only money but also family and life balance decisions.

He simplifies the all too often “mystery” created by other financial advisers, outlines risks and potential returns; and keeps it simple, direct and focused on my personal outcomes considering both the short and longer term objectives.”

— Jim Culberson, Matrix Applied Computing

“James is extremely knowledgeable and has helped me through a difficult financial time with his clear and simple guidance in managing my financial affairs, in particular cash flow management and budgeting. I would definitely recommend him to anyone needing financial advice.”

— Jules Lough, Client