Regional Wealth Manager - Arizona
With 14 years’ experience in the wealth management industry, James recently completed CERTIFIED FINANCIAL PLANNER™ certification demonstrating that he meets a rigorous standard of excellence in financial planning. He has a wide range of professional experience providing owners of closely-held businesses, executives and retirees with moderate to complex investment, tax and estate solutions to help them accomplish their goals.
James follows a financial planning-based process to understand each client’s unique situation in order to customize recommendations that fit their needs and risk capacity. He aligned himself with Sunflower Bank due to our investing philosophy based on academic research and empirical evidence that clearly shows investment outcomes are primarily driven by managing risk and expenses, not the pursuit of products promising excess performance.
What do you want clients to know about your team
Our ability to think outside the box! Our group has 60+ years of combined experience including time spent in estate planning, tax planning and investment management. We specialize in making the complex simple.
Favorite moment in your career
Helping a couple realize that they could double their charitable giving by using specific estate planning strategies. This had a deep impact on me as my clients were overwhelmed with joy at being able to give more than they ever thought imaginable. It not only saved them in taxes but also had a significant benefit to multiple charities.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.