Experience: James has been in the financial industry since 2008. He spent time as a banker with Wells Fargo, and was previously with Ameritas Investment Company, LLC before joining inSOURCE. James works with individuals and business owners to help them plan their financial future. He focuses on fixed income, financial planning, retirement planning, and supplies continued support for all his clients and holds Series 7 and 66 licenses.
About: James was born and raised in Lincoln, Nebraska. He is a father of three high-energy boys and enjoys wrestling with them, playng the guitar, ukulele and piano, home improvement projects, repairing kids' toys and problem-solving.
Motto: "Everything will be okay in the end. If it's not okay, it's not the end." – John Lennon