James is a Client Operations Associate at C.H. Douglas & Gray Wealth Management, supporting the firm’s efforts to deliver seamless client experiences. He earned his B.S. in Finance with a minor in Applied Economics from Penn State Erie, The Behrend College, and holds a Certificate in Behavioral Finance, studying how social and cognitive psychology influence financial decision-making.
While at Penn State, James was active in the professional business fraternity Delta Sigma Pi, the International Business Club, and charitable initiatives including Behrend Paws. His dedication to service extends beyond campus through his support of organizations such as Doctors Without Borders and the Indianapolis Public Library.
Based in Indianapolis, James enjoys traveling, camping, photography, and boxing. His curiosity and energy carry through both his work and personal life, helping him approach challenges thoughtfully and creatively.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
