Find Your Peace of Mind
I am committed to building long-term relationships rooted in trust, communication, and care.
Hi, I'm James. I've always been drawn to helping people
navigate important financial decisions and plan thoughtfully for the future.
While earning my degree in Finance and Psychology from Harding University, I
developed a strong interest in understanding both the technical and personal
sides of financial planning.
Growing up with a brother with special needs gave me early
insight into how impactful thoughtful planning can be on a family's future.
That experience, combined with seeing the guidance my family received from a
specialized financial planner, continues to shape my holistic approach to
serving clients today.
Joining Stonewater Financial Group was a natural and
important step in my career, aligning myself with a team that values
collaboration, thoughtful planning, and a high standard of service. Being part
of a team-based environment allows me to focus on delivering well-rounded
solutions while drawing on the collective expertise of the firm to better serve
clients.
Today, I work closely with individuals, families, and
professionals, including business owners, healthcare professionals, and
engineers, to help them gain clarity around their financial goals and
decision-making process. My goal is to provide a consistent, high level of
service regardless of a client's profession or stage of life. I am committed to
building long-term relationships rooted in trust, communication, and care.
Whether that means collaborating with team members or helping clients seek
additional perspectives when needed, my priority is always to support informed
decisions and long-term financial confidence.
Outside of work, I am married to the love of my life, Emma
Beth, and we prioritize our faith in Jesus, our family, and our friends daily.
We love pickleball, traveling, anything outside, and anything we can do with
friends. We love building new relationships whenever we can and giving back to
the people who continue to shape us.
AR Insurance License # 20974247
CRN202904-10908891