Team

James started Wealth Development Council in 2004 with a vision to help families and institutions grow and protect wealth. James holds the CLU, CFP, ChFC designations.

Michael fulfills three roles at Wealth Development Council, LLC. He oversees our trading desk, provides Information and Technology support, and writes and maintains computer programs we use to monitor client portfolios.

Karen is James’ personal assistant and Client Relationship Coordinator. She has extensive experience in information management and organization. She follows up on all aspects of account maintenance and client service needs.

Jonathan Good serves as the Research Coordinator at Wealth Development Council, LLC. He is responsible for monitoring Morningstar research for client's investment portfolio holdings and assists in developing and maintaining performance...