Chandler, Arizona Office
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James helps his clients align their finances, investment, and taxes with their life goals.
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James has more than 20 years of experience in the finance industry. Prior to joining EP Wealth Advisors, James was the Vice President/Investments with Merrill Lynch and Banc of America Investments, and co-founded Providus Advisors, a fee-only investment management and financial planning firm that was acquired by EP Wealth Advisors in 2020.
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James graduated from Arizona State University, earning a B.A. in Finance. He is a CERTIFIED FINANCIAL PLANNERTM and an Accredited Investment Fiduciary.
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When not working, James enjoys spending time with his family, traveling, reading, hiking, and following his beloved St. Louis Cardinals.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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