James is a DePaul University graduate, and his passion is helping his clients have the knowledge, confidence and understanding to make good choices regarding their financial lives. He knows that everyone has different dreams, and loves helping put the pieces of the puzzle together with them. For more than 30 years, he has worked with individuals, couples, and closely held business owners to explore the options to having a happy retirement.
He uses modern financial tools combined with a straightforward, easy-to-understand educational style to make sure you are able to make good financial choices and happier, healthier, stress-free, and fulfilling lives.
