James serves as a wealth strategist for families who desire to accumulate, distribute, and preserve their assets. Most clients come from owners of closely held businesses, professionals, executives, and others who have responsibilities for meaningful sums of money.
James is President and CEO of Dome Financial Services, LTD. He is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offering securities in Ohio, Indiana, Kentucky, Michigan, Texas, Wisconsin, and West Virginia. James is insurance licensed in Ohio and also serves as General Manager of National Life Group’s Midwest Agency. Jim is a Chartered Life Underwriter, Chartered Financial Consultant, and Member of the Million Dollar Round Table for 13 years: 2017-2023 Qualifying and Lifetime Member, 2023 Court of the Table (9th year as Court of the Table).*
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
*Membership is based on sales criteria.