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James is a Senior Wealth Advisor at Nusenda Investment Services. Having been in the financial industry for nearly 15 years, he has a passion for educating members about financial planning and strives to ensure they will be able to reach their financial and retirement goals.
James was born and raised in New Mexico. He graduated Magna Cum Laude from Colorado Technical University with a Bachelor of Business Administration in Finance. He is married to his beautiful wife, Melissa, and has five sons and one daughter. In his free time, he loves to spend time at the lake, play softball, or ride his Harley.
James is an Investment Advisor Representative (IAR) with LPL Financial and holds the following securities and insurance licenses:
- Series 7 – General Securities Representative
- Series 66 – Investment Advisor Representative
- State of New Mexico Insurance License