Meet The Gents
James WaltersFinanceJames first started in the industry in 2015 at Lincoln Financial as one of only two interns out of 53 to successfully be offered a position at one of Lincoln’s largest Advisory groups. While there, James worked primarily with medical providers and nurses in accomplishing their investment and retirement goals. Since Joining Verus in early 2018, James combines hard work and integrity while working with clients to pursue their financial goals. Utilizing financial behavior coaching, an active investment approach, and a passion for financial planning, James brings a relentless money management style to each client.
James is a Chartered Retirement Planning Counselor (CRPC®) and holds his Series 7, and 66 license. |
Brandon WestAccountingBrandon began his professional accounting career with CBIZ MHM, one of the top 10 largest accounting firms in the country. He quickly found a passion for pass-through entities and individual returns. In January of 2019, Brandon left CBIZ to begin his own accounting practice, where he now works directly with individuals and small businesses to maximize tax strategies and organize monthly financial information. Opening Top Tier Escape Rooms with his wife Michelle stirred a passion in Brandon to reach other entrepreneurs and help them navigate the financial wilderness of small business management.
Brandon is a Certified Public Accountant registered in the state of California. |
Finance CoursesSave early, save often. The earlier you start, the better. Our 8 week finance course is designed to prepare you with the foundational financial knowledge necessary to make smart monetary decisions. Our lessons cover budgeting, investing, credit cards, debt, retirement savings, entrepreneurship, taxes, and so much more. This course is designed for high school students preparing to navigate the financial world, but open to everyone! After graduating with Finance and Accounting degrees but watching his friends drown in debt, fail to save, and lament their lack of knowledge about even their own paychecks, Brandon began developing curriculum to cover these essential topics that most people never learn.
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WE'D LOVE TO WORK WITH YOU
Sometimes your needs grow beyond your time, or your ability, and you want professional guidance.
Talk to us about how we can help you grow your business or individual portfolio.
Talk to us about how we can help you grow your business or individual portfolio.
Business ServicesOrganizational Documents, Consulting, Retirement Plan Management
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Accounting ServicesBookkeeping, Financial Statement Preparation, Tax Planning, Tax Preparation
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Financial ServicesPortfolio Management, Comprehensive Financial Planning
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