Financial Planning Team - James Investment

Meet the James Team

Meet our team of professionals, dedicated to guiding you on your financial journey with confidence. With experience in financial markets, research, wealth and financial planning, and estate planning, our commitment is to your success.

We prioritize respect, support, and community to foster growth and shared prosperity, ensuring a brighter future for everyone.

Leadership

Barry R. James
Chairman

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R. Brian Culpepper, CMFC, CKA
President & CEO
Portfolio Manager

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Lesley Ott, CMFC, IAACP
Chief Compliance Officer
Chief Operating Officer

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Fall Ainina, Ph.D., CFA
Director of Research
Vice President

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Wealth Advisors

Beth Handwerker, CFP, JD, CDFA, CKA
Estate & Financial Planner

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Diane Rose, CRPD
Relationship Manager

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Neil Craft
Client Relationship Manager

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Will Hess
Client Relationship Manager

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Asset Management

Brian P. Shepardson, CFA
Vice President
Portfolio Manager

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Trent D. Dysert, CFA
Associate Director of Research
Assistant Vice President
Portfolio Manager

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Operations

Ryan Post
Trading and Technology Director

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Annette Quinter
Branding and Advertising Director

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Heather Schneider
Executive Assistant

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David McGowan
Trader

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Consultants

Ann M. Shaw
Investment Consultant

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Thomas L. Mangan
Investment Consultant

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