Dexter James, CRPC®

Senior Wealth Advisor, Managing Director

Cleveland, OH



  • Chartered Retirement Planning Counselor®


Work Experience

  • Joined the firm in 2022 after MAI’s acquisitions of his practice from Ameriprise Financial, where he was an affiliate since 2005
  • Brings over 30 years of experience in finance to his clients
  • Develops, implements, and monitors clients’ financials while also managing their investment portfolios
  • Served in the US Air Force before his financial planning career


Life Outside of MAI 

  • Serves as a board member for Hudson Community Foundation as well as the Hudson Tax Incentive Review board
  • Lives in Hudson, Ohio with wife, Diane-Carol, and enjoys spending time with their two children, Diane-Morgan and little Dexter



  • Siena College, BS in Finance
  • Cleveland State University, MBA in Financial Planning

We look forward to learning about your financial goals.