James Shafer has more than two decades of experience helping individuals, families, and business owners navigate complex financial decisions and pursue their long-term goals. He is known for his personalized approach, strong listening skills and commitment to building lasting client relationships. James has extensive experience creating financial plans designed to withstand changing market conditions, with a focus on risk management, tax efficiency and cost-conscious portfolio construction.
He began his career in 2005 at UBS, where he built a reputation for delivering thoughtful advice and personalized service. During his tenure, James earned recognition from several industry organizations, including Barron’s Top 1,500 Financial Advisors (2026), Forbes Best-in-State Wealth Advisors (2024-2026), Forbes Best-in-State Wealth Management Teams (2023-2026) and the UBS Wealth Management Pinnacle Council (2025).
He earned his Bachelor’s degree in Finance and Economics from the University of Minnesota Duluth.
Outside of work, James enjoys fishing, golfing, and spending time with his son.
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