WALNUT CREEK, CA - MAY, 2019 — For the 13 th consecutive year, James Westermeyer, Partner/Family Wealth Advisor at Spectrum Wealth Partners and registered representative of Lincoln Financial Advisors Corp., was selected to join The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within LFA. James is a Lifetime Member of TRG.
The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients
TRG is comprised of committees which deliver ideas and actions critical to the success of LFA advisors and their business. James will again serve as a Board Member of the Marketing Committee in 2019, responsible for social media and advisor marketing.
With more than 20 years in the financial services industry, James was a founding partner of Spectrum Wealth Partners in 2012. Prior to joining Spectrum, James served as a Private Wealth Advisor with Sagemark Consulting from 1997 to 2012. James is part of the Financial Planning Association, Business Intelligence Institute, Estate Planning Council, and Million Dollar Round Table associations. He is also a Premier Partner with Lincoln, and a Legacy Certified Advisor. In March of 2018, James was awarded the prestigious Stuart Smith Award from the Northern California Regional Planning Office of LFA. This award symbolizes the embodiment of the LFA "Serve First" philosophy that James utilizes with his clients every day. James attended Oklahoma State University in Stillwater, Oklahoma. He holds a Bachelor of Science Degree in Accounting and Finance, along with his Series 7, Series 24, and Series 63 licenses.