T: 503.445.1911

3395 SW Garden View Ave
Portland, OR 97225

James came to The H Group in 2018, with more than 13 years of experience in the financial industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association (FPA). After graduating from Oregon State University in 2005, with a bachelor of science in International and Financial Economics, he joined FocusPoint Solutions, Inc. as a relationship manager for fee only financial advisors. During his tenure, James had the opportunity to explore all areas of the operational side of financial advising. In his final years with the firm, he became their Director of Implementation and Development, working with advisors to help create efficiencies and processes within their own firms in order to offer greater, more effective levels of service to their clients through technology and best practices. Although James enjoyed his time with FocusPoint and is thankful for the opportunities and experience he was able to acquire, it was time for a change. With the birth of his second son, James determined that it was time to leave the world of operations and take the next step in his career.

James grew up in Portland and attended Centennial High School, in Gresham. After high school, he spent a couple of years studying computer science before making a hard left turn and completing his degree in economics, but holding on to a little of his computer science roots with a minor in multimedia and web design. James is a husband and proud father of two young boys, Owen and Levi. In his downtime, James enjoys traveling, snowboarding, working out, and spending as much time with his boys as possible.