In 2002, after a distinguished career in the Air Force where he was selected to the rank of Colonel, James transitioned into the financial sector as a Financial Advisor while also pursuing a civilian flying career.
By 2005, he had established Financial Wings LLC, a premier Registered Investment Advisory Firm in Lebanon, Ohio. As the visionary Founder and President, he successfully guided the firm, providing tailored financial solutions to individuals and small businesses until 2024.
In a strategic move, James integrated Financial Wings into Discipline Wealth Solutions, preserving the esteemed Financial Wings brand. With offices in Lebanon, Ohio, and Kaneohe, Hawaii, James brings over 22 years of extensive financial expertise, advocating for a client-centric philosophy of passive investing with a focus on cost efficiency.
Investment Advisory Services offered through Discipline Wealth Solutions, Inc, a SEC registered Investment Adviser. Financial Wings and Discipline Wealth Solutions, Inc are separate and independent entities. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability.