David James

David began his career in the Kansas City area as an Advisor with Waddell & Reed, Inc. in 1982. He has served in various capacities such as: District Manager, Managing Principal, National Assistant Vice President of Investments and Vice President of Planning and Practice Development. His career has taken him across the United States by handling offices in Sacramento, CA and Cincinnati, OH before coming back to the Kansas City area. David has gone full circle from the previous titles all the way to Advisor status again where he interacts directly with his clients. He currently enjoys his favorite role of being a Partner in the LifeGoals Strategies Group team of advisors.

He is detail oriented and experienced with investment, financial, business and estate planning. As a veteran and former government employee he understands the issues those individuals face. However, he focuses on helping people reach their personal financial goals regardless of their levels of monetary experience or understanding. In short, he makes complex issues simple.

David, and his wife, Marilyn, enjoy traveling and spending time with their family. He is a Royals and Chiefs fan. He’s sorry for those who aren’t. His hobbies include just about any sport with focus on golf, photography, flying and motorsports.