Filbrandt & Company Team
James Twesme, CFA®
Financial Adviser James Twesme enjoys making a difference in the lives of clients, both by helping them improve their financial lives and avoid serious mistakes. “To provide the best advice, we need to understand our clients’ financial situation as well as their family situation, which requires a significant level of trust between us and clients,” he said. James values the strong personal relationships he develops with his clients.
While he is a self-proclaimed numbers guy, he likes translating financial concepts into common language for those who may not have a finance background. At the same time, he is interested in learning about his clients’ professional pursuits and appreciates the important contributions they make.
James attended the University of Wisconsin-Eau Claire, where he received a Bachelor of Business Administration-Accounting. He also attended the University of Wisconsin-Madison and received a Master’s of Business Administration (Finance emphasis), and later obtained the Chartered Financial Analyst (CFA®) designation. He is a member of the Chartered Financial Analysts (CFA) Institute and the American Institute of Certified Public Accountants (CPA).