James White

Phone: 317-843-2926
E-mail:

 

Jim was born in Indianapolis, IN and attended Lawrence North High School.     After high school Jim completed a degree in Business Management at Indiana Wesleyan University where he graduated with honors.      Jim started working in the financial services industry in 1994.    His business has been built around three fundamental success factors:

Education- Making informed decisions is critical to accomplishing any goal.   Consequently, financial education a fundamental part of all client relationships.   

Personal Integrity- Integrity is the cornerstone of all great relationships.    I always strive do what is right and in the client's best interest.

Continuity - In an ever changing environment, my role is to provide continuity and help my clients create, implement and adjust their financial strategies.

Jim currently lives in Carmel IN with his wife Anne.   They have been married for 29 years and have 6 children, 1 son-in-law, 1 daughter-in-law & 1 granddaughter.      Jim enjoys spending time with his family and is an avid golfer.