James A. Kuxhaus, CFP®
President / Financial Advisor
After more than seven years as a U.S. Air Force officer and aviator, James worked for approximately ten years as a manager in high tech manufacturing. He recognizes both as an employee and as an advisor the difficulties in understanding investments and retirement plans.
James has had a life-long passion for aviation and is an ardent supporter of our military veterans. He and his wife Jessica have been residents of Salem for over 10 years and both are actively involved in the community and their church. They enjoy traveling, camping and visits to and from their extended families all over the country.
EXPERIENCE
CURRENT
- Independent Financial Advisor with Directions Wealth Management
- CERTIFIED FINANCIAL PLANNERTM designation -Kaplan University
- Accredited Asset Management Specialist (AAMS) -College for Financial Planning
- Series 7, 66, 9, 10 Securities Registrations
- Life and Health Insurance Licenses
PRIOR PROFESSIONAL BACKGROUND & EDUCATION
- Assistant Branch Manager/Financial Advisor with Wells Fargo Advisors (including legacy firms A.G. Edwards & Sons and Wachovia Securities)
- Plant Manager in high tech manufacturing and building products industry
- Flew F-4G & RF-4C fighters including combat operations in Operation Desert Storm
- U.S. Air Force Electronic Warfare Officer
- US Air Force Navigator Training -Distinguished Graduate
- US Air Force ROTC -Distinguished Graduate
- B.S. Mechanical/Aerospace Engineering -Oklahoma State University
PROFESSIONAL INVOLVEMENT
- Financial Planning Association
- Financial Planning Association Chapter of Oregon & S.W. Washington
- Willamette Valley Estate Planning Council
- National Association of Insurance and Financial Advisors (NAIFA)
CIVIC INVOLVEMENT
- Salem Area Chamber of Commerce
- Veterans of Foreign Wars (VFW)
- American Legion
- Air Force Association
- Aircraft Owners & Pilots Association
- Salem Evangelical Church