James' commitment to financial wellbeing led him to uncover options many financial advisors had access to but did not pursue with clients. He felt the information and strategies were too important not present to clients for consideration.
Matthew Broyles, Ashley Van Arsdel, Clay Anderson, James Michael Taylor, Anna Bardin, Aron Michalski, Chris Dashiell, Christopher Longoria Gonzalez, Clark Weddle, Christina Cook, Eva Moon, James Hamilton, Joey Keeton, Kirk Cowell, Marged Howley Dudek, Mark Greene, Paul Shapera, Doremus Jessup, Scott R. Rey & Whirli Placebo