James is the founder of Hyland Lake Partners and serves as the lead advisor of their comprehensive financial planning team. He has been in practice for over 22 years and has worked in the financial services industry for over 30 years.
He chose to become a financial planner after working in various jobs in the financial services industry early in his career. During that time, he recognized the strong demand for unbiased, and fiduciary-driven advice. “We aim to provide stability and improve our clients’ lives through our consultative and customized service. We strive to deliver an exemplary client experience through a team of reliable, caring, and knowledgeable financial professionals who are committed to their well-being.”
James serves on the CFP Board's 12-member Disciplinary & Ethics Commission and is a board member for College Possible Minnesota, a non-profit dedicated to helping first-generation students pursue higher education. He also volunteers as a financial literacy presenter for Best Prep Minnesota. Previous volunteer roles include serving as an adult leader and Merit Badge Counselor for Scout Troop 110 in Minneapolis, and as a youth soccer coach with the local CC United Soccer Club in Chaska.
CERTIFIED FINANCIAL PLANNER®
Chartered Financial Consultant (ChFC®)
Chartered Special Needs Consultant (ChSNC®)
B.L.A. Landscape Architecture – Texas Tech University, Lubbock
James is a staunch fan of the Texas Tech Men’s Basketball Team, and thanks to DVR, he rarely misses a game. Taking him off topic involves the following subjects: old movies, alternative music, classic novels, and non-fiction books. He resides in Chaska, Minnesota, with his wife, Laura, and their three kids. Outside of the office, he enjoys hiking, trail running, or cross-country skiing at Hyland Lake Reserve in Bloomington, Minnesota.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Investment advisory services are offered through Hyland Lake Partners, LLC, a Minnesota registered investment advisor. Hyland Lake Partners, LLC does not provide legal advice. Any estate plan should be reviewed by an estate planning attorney licensed to practice law in your state.
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