The market will have good days and bad days but my job is to always make sure you can sleep comfortably at night knowing that I am keeping your financial security in check.
James has been in the financial services industry since 2013. Prior to joining our team, James was an Investment Advisor with a large trust bank, where he developed the skills required to advise the clientele of Schneider Downs Wealth Management Advisors. As a former member of the Air National Guard (USAF), James brings a high level of determination and commitment that is proven through how he assists his clients in achieving their financial goals and growing their net worth. Specializing in asset allocation, portfolio construction, and financial planning, his well-rounded capabilities provide him the ability to assist clients in creating investment strategies customized to their specific goals and objectives.
James lives south of Pittsburgh with his wife, Nichole, daughter, Mila, two sons, Camden and Trenton, and his dog, Sophie. When he is not tending to the never-ending needs of a toddler, James enjoys golfing and football.
CERTIFIED FINANCIAL PLANNER™ Practitioner
A.S. in Computer Aided Drafting, Pittsburgh Technical College
B.S. in Business, Slippery Rock University
M.B.A., Slippery Rock University
Executive Certificate in Financial Planning, Duquesne University
Member of Board of Directors, Veterans Place of Washington Boulevard
Member, Financial Planning Association (FPA)
Board Member, McConnell Trails Homeowners Association
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Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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