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234 West Florida Street, Suite 400
Milwaukee, WI 53204
Senior VP Business Development
James joined Capital First in 2012 and has 30 years of experience in the financial services industry including banks, investments, insurance and trusts. He has assisted personal injury victims establish financial plans since 1989 and has helped over 1,000 personal injury victims establish plans to protect and secure their financial future. James is a Chartered Special Needs Consultant.
As a Trust Consultant for Capital First, James works closely with settlement planners and trust attorneys to establish trust solutions to protect clients from wasteful dissipation of settlement funds and provide income, security, liquidity and growth over the clients’ lifetime. He frequently attends mediations and court proceedings.
James currently lives in the Charlotte NC area with his wife and 4 children. He enjoys fly-fishing, hiking, and volunteering as a Middle School Baseball coach for is children’s school.