James Lumley,
AIF®, RICP

James brings to the team over a decade of working directly with individuals, their families and retirement plans. His experience is in building plans that help families work towards retirement and protecting them along the way.

James is an active member of Saint Francis Parish in West Des Moines, involved with the Iowa Grocers Association, serves as a partner on the Coaches vs Cancer Board, and is a former Central College football player.

James and his wife, Morgan, have four kids, Zeb, Arden, Owen, and Eden. When he is not working or spending time with his family, he likes to coach sports, travel, golf, and attend social events with friends.