James Claiborne, CFS, ChFC, CLU

James Claiborne, CFS, ChFC, CLU

Managing Partner

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. Since entering the investment and financial planning industry in 1990, James has earned three professional designations to include Certified Fund Specialist (CFS) and Chartered Financial Consultant (ChFC). His certifications were awarded through the American College in Bryn Mawr, PA. The American College provides financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.

He is an active member of the Financial Service Professional Society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. James has also served on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive multiple FIVE STAR Wealth Manager™ Rewards** He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"™ Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*