James brings over 10 years of experience in financial planning to Calamos Wealth Management focused on holistic financial planning, investment planning, and behavioral investment counseling. He believes in a personalized approach to wealth planning to help clients achieve their short and long-term goals. Before joining Calamos Wealth Management, James was the Director for Texas at MAI Capital Management spearheading MAI Capital Management’s physical presence in Texas. Prior to MAI Capital Management, James was an Investment Counselor advising high net worth & ultra-high net worth clients across the South and East Coast at Fisher Investments, and mentored new Investment Counselors in the Plano, TX office. He has served high net worth clients as a financial advisor at a private wealth advisory practice of Ameriprise Financial Services, and started his career at Edward Jones as a financial advisor and field trainer for new financial advisors in Fort Worth, TX.
James served in the US Air Force Flight Medicine in various locations across the Unites States, Europe, and the Middle East; joining in 2002 after the 9/11 attacks. He recently retired from the USAF Reserve’s 301st Fighter Wing in 2023 after over 20 years of meritorious service.
James became an Accredited Asset Management Specialist (AAMS™) in 2016 and maintains that designation currently. He earned a BS in Business Administration and MBA from Tarleton State University. He has completed a Masters of Jurisprudence in Wealth Management from Texas A&M’s School of Law.