As Managing Partner, James has led Acorn’s growth into a premier RIA firm by staying true to one simple mission: helping people make smart, confident decisions with their money. Under his leadership, the Acorn team has provided data-driven portfolio management and an unwavering commitment to fiduciary integrity to the community for over 30 years.
James’s perspective is built on real-world experience. From his early days building a successful pizzeria franchise to his tenure at American Express Financial Advisors, James has spent his career solving complex problems. This entrepreneurial spirit allows him to see the “big picture” for his clients, helping them navigate everything from protecting their hard-earned wealth to planning a lasting legacy for their families.
A recognized voice in the financial world, James is frequently asked to share his insights with the Wall Street Journal, Reuters, and ABC News. He holds a B.S. in Corporate Finance from the University of Akron and earned his CFP® designation from The College for Financial Planning. When he isn’t steering Acorn’s strategic growth, James is an avid world traveler and outdoor adventurer, enjoying life with his wife, six children, and three grandchildren.
What is your favorite quote and why?
“Change your thoughts and you change your world.” – Norman Vincent Peale. I believe that if you don’t like the world around you, change the way you perceive it. It will allow you to have a better outlook on life.
What is your personal philosophy?
My personal philosophy is to try to make everyone I meet better off for having known me. In the smallest of everyday gestures such as smiling at the barista at Starbucks, down to the closest relationships with my family and clients. I strive to improve the lives of those around me.
When you are not at the office, you can often be found doing what?
In the midst of an adventure or planning my next adventure. Spending time with my children and those closest to me, working on an old car, or racing around on a motorcycle. But most of all, I enjoy quiet walks or bike rides in the woods.
If you could spend the day with anyone, who would it be and what would you want to learn?
Leonardo DiVinci. To learn what it takes to see beyond what the world currently has to offer.
For what in life do you feel most grateful?
The ability to have an open mind and to see opportunity everywhere.
What is the best advice you have ever received?
My father always told me to keep it as small as you can for as long as you can. Life doesn’t need to be complicated. He said the value of keeping it small holds true for businesses, relationships, and waistlines.
The best part of working at Acorn is:
Hearing our client’s life stories, where they came from, how they got to where they are, and where they want to head. Helping them achieve those goals is even better.
My kids always make fun of me for:
My bad Dad jokes.
The best book I have ever read is:
“The Pearl” – John Steinbeck
The one thing I couldn’t live without is:
Olives.
My dream vacation is:
A season long Alaskan wilderness tour.

