Minimize Taxes. Plan with Purpose. Live your Financial Dreams.
We guide you through a process that combines tax‑smart strategies with intentional planning to help you pursue the goals that matter most.
Our goal is to assist clients in Neenah, Winchester, Larsen, Winneconne, Appleton and the surrounding areas by coordinating every aspect of their financial plan so they feel confident to live out their dreams.
Regardless of where you are today, we'll develop a clear, easy-to-follow roadmap to a more secure financial future.
Are you ready to get started? Click here to schedule your Strategy Session.
About James
James is a Neenah native with a passion for helping individuals and families build confident financial futures. After graduating from Neenah High School, he earned a Bachelor of Business Administration from the University of Wisconsin–Madison, double‑majoring in Finance, Investment and Banking, and Risk Management and Insurance.
He began his career with Thrivent in 2014 and is passionate about helping clients clarify their goals, make informed decisions, and navigate their financial journeys with confidence. James sees his work as an opportunity to use his skills and energy to make a positive, lasting impact on the community he calls home.
Outside of work, James enjoys traveling, golfing—and sometimes combining the two. He values time spent with friends, family, girlfriend, and his dog, Banjo. Giving back is also central to his life; he’s been involved with organizations such as the Fox Valley Humane Association and Habitat for Humanity, even leading volunteer trips to Louisiana and Thailand.
Whether professionally or personally, James is dedicated to helping others and building strong, meaningful connections.
Meet My Team
