​James Lamb

Registered Representative

I specialize in investments and retirement plans for individuals, business owners, and government employees. I am here to help you plan for retirement and achieve your life goals by advising you through long term investing in portfolios aligned with your financial objectives.

I am not tied down to offering financial products from any particular company, so there are no conflicts of interest. As an independent financial professional, I am free to provide unbiased advice without obligations or quotas to push the same product to everyone I see.

The integrity and attention to detail instilled in me through my military service enables me to provide accurate guidance and honest advice, regardless if I am wearing a combat uniform or a suit and tie. My main objective is ensuring you are on the right path towards achieving your goals, and you can be confident that I know what “right” looks like.