James began his career in 1981 in Colorado Springs. His goal has been to build long-term relationships with individuals in an effort to help his clients realize important life goals through conscientious financial strategies and quality financial products and services. The cornerstone of this strategy is a solid foundation of education and real world application of knowledge and experience. He has created a tremendous value within these relationships by carefully listening to clients and understanding what is truly important to them.
James is committed to delivering outstanding professional service to his clients and always acts with honesty and integrity. As a financial Professional, he has a responsibility to always act in the best interest of his clients. He is also committed to:
- Complete confidentiality of information
- Continuously enhancing his knowledge and skills
- Presenting accurately and full to his clients, all information essential to making informed conclusions
- Recommending only those products and services that are suitable to his clients’ needs
- Loyalty and integrity in all relationships
- Regular contact and review
His focus is to create a solution that fulfills his clients’ financial needs and goals. Honesty and full disclosure of details are guaranteed.