James was born and raised in Elm Grove, Wisconsin where he grew up in the family business. His father started Royalty Title Insurance in 1982 which is now in its second generation of ownership. Working alongside his family, James learned first-hand the intricacies of running a small business; dealing with the challenges of cash flow, business cycle planning and enjoying the rewards of success.
After graduating from Brookfield East High School he attend the University of Wisconsin – Madison, where in 2003 he lettered in Wrestling. In 2004 James graduated with a degree in Agricultural Business Management and moved to Chicago to become an equity options trader.
In 2009 he became an Investment Advisor Representative with the goal of helping people manage risk. James believes that a successfully crafted and implemented financial plan is crucial for navigating life’s challenges. Using discipline, sacrifice and preparation, skills he learned on the wrestling mat, James collaborates with his clients to design their financial roadmap. James is active in the community having coached wrestling at both the high school and grade school levels. He is a board member of the Waukesha Chapter of the Wisconsin Alumni Association and a big supporter of his alma mater. He currently resides in Elm Grove with his wife, Kristina.
Qualifications
- BS - Agricultural Business Management
- Securities Licensing Series 65
- Licensed Life and Health Insurance