James is a Partner at Walter & Keenan. As a CERTIFIED FINANCIAL PLANNER (TM) and Certified Public Accountant, James works with clients to help them meet and exceed their financial goals. With over 12 years of experience in investment and asset management, financial consulting, audit, and tax services, James brings a comprehensive and consultative approach to building your investment and wealth profile. James joined Walter & Keenan Wealth Management in 2019 after three years working in the Oliver Family Office in South Bend, Indiana where he served as Vice President and Investment Analyst. Prior to moving to South Bend, James worked in Chicago in several consulting roles that inclu