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Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024
Senior Vice President–Wealth Management
Market Director
James began his career in the financial services industry in 2009 at AXA Advisors. A graduate of Augustana College, James moved to UBS in 2013. With his energetic drive, he brings a unique insurance background, along with wealth management abilities to the firm. James takes great pride in his personal touch and ability to help clients in many aspects of their financial world.
A native of Sioux Falls, James lives in Sioux Falls with his wife Elizabeth, and their two children, son Benjamin, and daughter Avery. James is a devoted father, and loves every moment he can spend outdoors and traveling with his family.
Away from the office, James has been involved with a group of musicians as a singer/songwriter since the age of 12. He, and his fellow musicians, have traveled around the country bringing their music that has resonated with people of all ages. James, an avid golfer, can also be found competing in many tournaments throughout the summer.
James holds FINRA Series 6,7, 63, and 65.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Market Director
James began his career in the financial services industry in 2009 at AXA Advisors. A graduate of Augustana College, James moved to UBS in 2013. With his energetic drive, he brings a unique insurance background, along with wealth management abilities to the firm. James takes great pride in his personal touch and ability to help clients in many aspects of their financial world.
A native of Sioux Falls, James lives in Sioux Falls with his wife Elizabeth, and their two children, son Benjamin, and daughter Avery. James is a devoted father, and loves every moment he can spend outdoors and traveling with his family.
Away from the office, James has been involved with a group of musicians as a singer/songwriter since the age of 12. He, and his fellow musicians, have traveled around the country bringing their music that has resonated with people of all ages. James, an avid golfer, can also be found competing in many tournaments throughout the summer.
James holds FINRA Series 6,7, 63, and 65.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
As we enter 2024, the questions on the top of investors’ minds center around whether history will repeat itself: Will the former president be the next president? Will the Fed cause another recession? Will we face a new deficit crisis? Will AI be as transformative as the internet? Can China break through the middle income trap? Will the new normal for interest rates be like the old normal?
An overview of philanthropic strategies and their impact to help you evaluate different options.
At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.
Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
Financial strength
Driving confidence.
A- Standard & Poor’s
A Fitch
A3 Moody’s
UBS AG, long-term senior secured debt rating. As of 03/31/2024