James began his role as Regional Vice President with Fisher Investments in 2008. He has a passion for helping clients achieve goals developed through decades of experience in finance and investment management, with experience in Financial Management of Publicly traded manufacturing companies, Financial Planning, Wealth Management, Small Business Planning and general Estate Planning. Emphasizing in international Finance, he has a Bachelor degree in Business Management - Finance from Brigham Young University. He sees great value in advice and service tailored to clients' goals and objectives. His mission is to help as many clients as possible avoid many of the mistakes that lead to worry and fear, and to provide advice that helps clients achieve their financials goals. He believes successful investing comes through patience, discipline, endurance, adaptation to change, and through good decision making. He has been married for more than 30 years and has five children. Through travels he has found there are a great number of wonderful people and that the world is a wonderful and productive arena. He looks forward to meeting you and helping you rise to a new level of success.
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