About me
James was born and raised in Bakersfield, California and he received his Bachelor’s degree in Business Administration with a concentration in Finance from Cal State University, Bakersfield. While attending CSUB, James was a Kappa Sigma Fraternity member and he decided to gain experience by joining the internship program at Northwestern Mutual. During his internship, James was a two-time Winter Camp qualifier and he achieved Power of 10 multiple times.
As a result of his experience during the internship, James quickly learned that this was the career for him as he discovered his passion for helping people find financial security. Upon graduation James decided to continue his career path as a Financial Advisor. James’ success continued as he achieved every accolade during his first year in the business; Pacesetter First 40 & Second 60. James has also been recognized with the Rising Star Award.
With his experience and passion for the business, James decided to get into leadership as a College Unit Director to help mentor others in the internship program. James continued down the path of leadership and moved into a Field Director role, where he mentored full-time Financial Representatives. James continued on to become a Growth & Development Director, and now James has moved into the role as the Managing Director of the Bakersfield District Office.
While not in the office, you may find James on the golf course at Seven Oaks. James also spends his time away from the office volunteering with the National Alzheimer’s Association and Alex’s Lemonade Stand.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
