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.
Recognized as an industry leader:
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.
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.
Recognized as an industry leader:
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.
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
NMLS #947868
Senior Wealth Management Banker, UBS Bank USA
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.
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.
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