Wealth Manager & Employee Owner
James draws on over two decades of experience in finance and client advisory services to provide the analysis, insights and guidance clients need to make the best possible decisions around family goals and financial stewardship.
His fields of expertise include working with public company executives, concentrated stock and stock option diversification strategies, and multigenerational wealth transfers. Within LNW, James serves as a thought leader on these and other multi-faceted strategies.
Prior to joining LNW, James was the Chief Operating Officer, advisor and shareholder at Filament LLC, a wealth advisory firm that merged with Laird Norton Wealth Management, LNW’s predecessor. Before that, he held leadership positions in client management at Cornerstone Advisors.
- Master’s in Finance, Seattle University
- B.A. in Business Administration, Seattle Pacific University
- Board Member and Director, the Hoh River Trust
Fly fishing, hiking, coaching youth baseball and basketball.