James joined Wellspring as an Associate in November 2019. Prior to Wellspring, James began his career as an advisor at an RIA in Columbus, Ohio after graduating from The Ohio State University with a BS in Finance in 2015.
At Wellspring, James assists our client management team by providing estate, tax, financial advisory, and investment planning for our clients.
Outside of the office, James volunteers as a coach for his high school cross country team and enjoys running, golfing, skiing and scuba diving. James currently resides in Mentor.
March 18, 2021
Down Markets Hurt...Staying Invested is Key