A graduate of St. Edward's University, James began his professional career in the wholesale division of IndyMac Bank, where he received training in underwriting and was positioned as a representative of the bank. Utilizing a relationship-centered strategy, James located and nurtured strong personal connections with mortgage brokers throughout the country.

Distinguishing himself as a unique, strategic asset, James was soon tasked with expanding the full Pacific Northwest division of the company. He grew to be the #1 producer in the region, and one of the top five producers in the country, closing over $1.2 billion in loans during his six-year tenure.

He prioritized educating brokers on loan offerings and company systems and procedures, and obtained loan transactions for the company through this consistent contact. He was also honored with a position on the esteemed BDM Advisory Board, where he helped mentor new business development managers on how to become successful within the company.

While he enjoyed the success of the wholesale world, James soon grew interested in becoming an expert in the retail market as well, due to an underlying passion for providing elevated service and education directly to borrowers, ensuring they made decisions based upon sound underwriting and honest advice. He made the transition to the personal side of lending, and rapidly established his reputation as a passionate client-advocate in the lending world.

During his work in the retail residential side of lending, James became disillusioned with the way commercial lenders would treat his clients when he would refer them. Thus, James would start down the path of what would become his true lending passion. After a period of researching to ensure he could properly take care of his clients, he began offering commercial lending consulting services.

For over a decade, commercial lending has become his primary focus, leading him not only around the United States but throughout the world providing development, acquisition and debt positioning. James understands that each project is its own unique puzzle and he works tirelessly to ensure it is presented in the best light to the right investors. Typical types of projects include hospitality, multi-family, light industrial and manufacturing, and lot and subdivision development.

James believes any type of financing is more than a simple transaction, but a long term investment tool. It should be carefully crafted, researched, and diligently compared with the other financial elements in a client's life, including tax planning, other investments, and legacy planning. To accomplish this, James works strategically with a client's other service professionals to ensure that his client's entire financial plan works in a single, seamlessly cohesive unit, protected by a vetted board of advisors for each client.

And the service level doesn't end with a single transaction, as is most often the case. The relationship is carried on in perpetuity, for James wants all clients to know that he remains their partner, every step of their financial journey.

In his personal life, James is an avid photographer, film lover, nature enthusiast, and fervent NFL and NBA fan. He is a dedicated advocate for children and animals, and enjoys donating and volunteering his time to help those most needing protection.