James Leo

James brings over 25 years of knowledge and service to assist his clients into meeting all of their financial goals as well as personal aspirations.  He has spent a good part of his career in the bank channel where he earned numerous awards in recognition of his performance and dedication to his clients.

James sees himself as not an advisor but as a partner in your financial success. James passion lies in listening to his clients, understanding their unique aspirations and crafting personalized financial strategies to turn their dreams into realities.

His commitment extends beyond creating a plan.  He does regular reviews with all of his clients, going over market trends, investment performance and recommends adjustments as needed for changing economic and personal financial conditions.

During his free time when he is not helping clients reach their goals, James enjoys staying active, working out and living a healthy life style.  

His Mottos are:

” You Only live once” & “Make every day count”