James Mahoney

For James, the unique combination of assets, goals, and aspirations each client brings to the table is always fascinating. And this makes his first responsibility also a great pleasure: getting to know each client, their families, and all their opportunities and challenges. James’ work is rooted in understanding the details of your finances and applying in-depth analysis/modeling so your entire asset base can be used to activate the life you want for yourself and your family. The greatest compliment a client can give me, he says, is when they say their complex financial plan is “simple” to grasp and they can now move forward with confidence and clarity.

He holds a Master’s in Finance from Seattle University and a B.A. in Business Administration from Seattle Pacific University.