Keynotes &
Workshops

As a Certified Financial Planner™ and Certified Life Coach with over 20 years of industry and direct client experience, James has seen and learned a lot. He’s had the opportunity to work with hundreds of clients in an intimate setting of financial planning and investment management. Through that work, he’s been given insight into what really drives change and impact in our lives.

If you’re looking for a speaker to discuss investment strategies and budgeting principles, you should look elsewhere.

But if you’re looking for inspiration and practical advice to truly help your audience change the way they approach money, emotions, success, relationships, and life, introducing them to James would be the best decision you could make.

Let’s change the
conversation together.