James Atchley was born in Santa Monica, California, and spent his high school years in Phoenix, Arizona. After two years in the Philippines on a church service mission, he attended Brigham Young University. Drawn to numbers and problem-solving, he majored in Mechanical Engineering with a minor in Business Management.

After graduating, James worked as an aerospace engineer on the General Atomics Predator Drone and later as a Program Manager in the technology sector in Utah Valley. Observing the growing economic inequity facing the Millennial generation, he dedicated considerable time to studying how young people can leverage financial education and investing to build wealth in today’s changing economy. In his free time, he coached family members and friends on managing their finances and advancing their careers.

In 2024, James decided to take the next step in helping people secure their financial futures by turning his passion into a career. He earned his Series 65 license and is now dedicated to educating clients on how to set themselves up for a bright future without sacrificing enjoyment in their lives today.

James believes that time is our greatest asset for accumulating wealth and that there’s no better day to start our financial journey than today.