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James Shoquist

Wealth AdvisorImage of James Shoquist

Office: 402-334-0300
Cell: 402-677-7475

14320 Arbor Street
Omaha, NE 68144

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James Shoquist was raised in southwest Wisconsin.  He joined the United States Air Force in 1999, serving honorably until 2005.  After his service in the Air Force, James earned a Bachelor's degree from University of Nebraska-Omaha in 2007.   Upon graduation he entered the financial services industry as a Financial Advisor with Wells Fargo.  In May 2014 James joined the Northwest Wealth Management team.

Focused on a high fiduciary standard and financial planning, James advises clients using an academic approach to provide the best odds of achieving their goals while managing risk.  He proactively sets the stage to continue the process of financial stability and goal making.  Whether you are in your wealth accumulation period or you are currently retired and looking to consolidate, James is eager to provide value to your family.

Ultimately, he will put your needs above all, focusing on your evolving financial plan, evidence-based investing and a customized service schedule that meets your needs.  Please contact James for a complimentary review of your financial picture.


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