James Van Diest is a Private Wealth Advisor specializing in assisting highly successful executives, small-mid sized business owners, and businesses in developing a systematically sound investment strategy that will help them achieve their financial and personal goals alike.
After graduating Summa Cum Laude with a Bachelor’s degree in Finance and a Bachelor’s degree in Business Economics while minoring in Accounting at Iowa State University in 2021, James went on to earn his Master of Business Administration (MBA) degree and Master of Finance (MFIN) degree from Iowa State University in May of 2023. He has a deep and wide array of experience in the business world with previous roles in Financial Analysis, Private Equity, Strategy, Accounting and Sales. He also holds his Series 7, Series 66, Life and Health Insurance Licenses in various states and is a lifelong learner to better serve the needs and desires of his clientele.
James and his wife, Kali, live in Ankeny, IA where they chase around their smiling little boy, Lux. James loves to stay active, meet new people, travel, learn new things, exercise, golf (poorly), get involved in his community and spend time with his friends and family.