James brings a background in both ministry work and financial services to his role as a Service Advisor at Lifeworks — a combination that reflects genuine care for people and the practical knowledge to help them make sound financial decisions.
He joined Lifeworks to be a consistent, trusted presence for clients as they work through their financial plans and goals. He is currently working toward his CFP® designation.

Outside the office, James stays busy with his family, his dog, competitive triathlons, sports, and guitar.