Wealth Specialist, Senior Associate
James joined Wellspring in 2019, and currently serves as a Wealth Specialist. In this role, he works within a planning team to provide comprehensive wealth management services, including financial, estate, tax, and investment for high-net-worth individuals and families. James is also a member of the firm's Events Committee.
Prior to Wellspring, James served as a planner with Plante Moran Financial Advisors in Columbus, Ohio.
James earned his Bachelor of Science from The Ohio State University Fisher College of Business and is a CERTIFIED FINANCIAL PLANNER™ professional.
March 18, 2021
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