I am proud to say that I was born and raised in Michigan in a blue-collar family. Hard work, treating others with respect and an appreciation for all that we have was instilled at a young age by my parents – and has carried over throughout my life.
I graduated with a bachelor's degree in accounting from Ferris State University in Big Rapids, MI. Over the next 25 years, after working for both private and public companies, I always felt like something was missing. In learning through life's experiences, I have found that helping others has led to happiness. This helped me realize that my passion is to help individuals and families with their financial goals, by working one on one with them.
In 2014, I made a decision to change careers, which brought me to Sonora to start my career as a financial advisor with Edward Jones. This has been the perfect fit, as I am able to work for a firm with a great model to help our clients achieve their financial goals, in a community that I am able to enjoy and call home. In my free time, I enjoy volunteering, attending events and supporting businesses in our community.
I partner with Francesca Oliver, my valued Branch Office Administrator. We both appreciate and value our existing and future clients and thank them for the trust they have instilled in us in allowing us to help them work towards and achieve their financial goals.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals. Whether you are looking to start and develop your financial strategy or would like to receive a second opinion to make sure you are on track, we welcome the opportunity to meet with you and discuss what is important to you. Contact us today!
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Personal Fitness
Office Address199 South Washington Street
Sonora, CA 95370
Phone NumberJames A Zaiter at (209) 588-0864
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More