Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
James has been in the financial services industry for over 11 years and has earned his Accredited Asset Management SpecialistSM, AAMS® designation and his Retirement Accredited Financial Advisor, and CPFA designations. While working with various specialists, James services estate and wealth transfer strategies, education planning, retirement plan consulting, wealth preservation and insurance planning strategies. You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Before his starting his career as a financial advisor – James proudly served in the US Army as a paratrooper. James was honorably discharged after serving several courageous years of service in the Army and received his Bachelors Degree from the University of Phoenix.
He is very much involved with the community and is a member of the Veterans of Foreign Wars, American Legion, and is a member of the Christ Church of the Valley.
James resides in North Phoenix with his wife and five children – Mason, McKynna, Lincoln, Layden and Dallas.
Retirement Accredited Financial Advisor RAFA
Accredited Asset Management Specialist and AAMS® are registered service marks of the College for Financial Planning
The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University Of Phoenix
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.