Are your investments supporting causes you don’t believe in? Values such as no private prisons, predatory lending, fossil fuels, genocide and paying women less than men? I help you align your financial and investing plans with your values, passions and goals.

Envision offers you a diversity of investment solutions to accommodate accounts of all sizes. His Envision Justice Series™ Portfolios integrate Planet Protection, Racial Equity Advocacy and Women’s Empowerment values. Depending on your account size, you may have access to further customizing the values integrated into your customized portfolio.

We believe that smarter investing decisions are based on an Envisioneering™ Financial Life Plan. This holistic, comprehensive approach helps you determine the amount of risk you need to pursue to reach your goals. A portfolio is then recommended based on the risk you need to take to reach your goal, not simply your comfort with investment risk. To make planning accessible to a wider audience, he pioneered a subscriptions-based financial planning model.

• MIT Sloan School MBA and SM
• Kettering University, BSIA, Finance and Marketing
• 2024 Investment News Excellence Awardee in ESG/Responsible Advisor of the Year
• Personal Finance Contributor to Forbes.com
• Co-author Biases in Retirement and Wealth Management, Financial Behavior: Players, Services, Products and Markets.
• Licensed in all 50 states

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James is always eager to provide financial education to those who are underserved. Most recently he volunteered his time to the Chicago Urban League and the Idell-McCarthy Foundation.

Achievements:

Investment News ESG Advisor of the Year Winner 2025

Advisor of the Year – ESG/Responsible Investing.