James is a Financial Advisor with 15 years of experience currently serving the Libertyville, Vernon Hills, Mundelein, and Hawthorn Woods markets. Utilizing an in-depth analysis of clients’ unique goals, time horizon, income needs, and tolerance for risk, James customizes easy to understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, James was a paratrooper in the 82nd Airborne division in the U.S. Army. He earned a sociology degree from Northern Illinois University. James also worked as a Financial Advisor at Edward D. Jones & Company in Spring Grove. James holds Series 7 and 66 securities licenses, held through LPL Financial along with his life insurance and health insurance licenses.
James is married with two children and resides in Spring Grove. In his free time, he enjoys traveling, golfing and hiking.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management