• James Atkinson

    Client Service Associate

James Kohl Atkinson assists his father James D Atkinson in serving the financial needs of business owners and professionals by implementing comprehensive wealth planning strategies that help position clients to achieve their financial goals. 

James leads the client review preparation process, gathering data and presentation materials for every client meeting.  James is currently studying at The Ohio State University for his Bachelor’s in Business Administration. He has made the Dean’s list every semester he has been at school.  

James is a retired NonCommissioned Officer in the United States Army and served in combat zones with the 82nd Airborne Division in the Kunar Province Afghanistan. James has always qualified as an Expert in both the Field Artillery Gunners test and in Marksmanship with his M4 Carbine. Some of his awards include: Combat Action Badge (CAB), 2 Army Commendation medals, 4 Army Achievement medals, 2 Navy Achievement Medals, and the Afghanistan Campaign Ribbon with 2 Stars to name a few.

James is a Master Mason and is a member of New Home Lodge #338. James also is a Royal Arch Mason at Warren #6, a Royal and Select Mason at Bigelow #7, and a Knight Templar at St. Luke’s Commandery #34.

James is a proud father of three beautiful children, James Perry, Luke Anthony and Isabelle Sabine the newest addition to the family. James is married to his beautiful and very understanding wife Desirae.  

James is committed to his family and spends most of his time either at home raising an ever-growing family or studying intently to further his education goals.