James Smerke

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 and estate planning, tax preparation, and investment reporting, for high-net-worth individuals and families.

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.