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James Couzens has more than 50 years of experience in the financial services industry, which he uses to provide advice that is in the best interest of his clients.
While James knows every client’s experience is unique, he admits there aren’t many things he hasn’t already encountered during his career. He is a veteran of the U.S. Army and holds designations as both a Chartered Life Underwriter and a Chartered Financial Consultant®. He has been a Wealth Advisor since 1972.
An avid golfer, James likes to spend as much time as possible out on the links. James and his wife also enjoy traveling together, and he hopes to one day visit Istanbul, where his father was born in 1896.
James is happy to have the opportunity to work alongside his son, Jeffrey, who joined the team in 1997.
Best piece of financial advice received:
Pay yourself first.
“It’s very difficult to make predictions, especially about the future.” – Yogi Berra
If you could meet anyone, past or present, it would be:
“Dutch: A Memoir of Ronald Reagan,” by Edmund Morris
Something on your bucket list:
To visit Alaska
Place you’d most like to visit:
Istanbul, to visit where my father was born in 1896
Successfully transferring my professional business to my son, Jeffrey.