About James Lottes

LPL Financial Group

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After almost a decade in the financial industry, I’ve been blessed to work with some amazing clients. My driving philosophy has always been to help them find the best and most efficient way to achieve their financial goals, be they insurance or investment related. Oftentimes, life changes can seem daunting and overwhelming. However, if you have a team to help you navigate them, it can make all the difference in the world.. I’m lucky enough to have the resources of a fantastic team to help me help my clients make the best decision for their situation. Nothing is more satisfying than having a client come to you with a difficult problem, and being able to tell them “Don’t worry, we’ve got this”. When not working, I enjoy spending time with my wife, Dr. Robyn Lottes, our 6 daughter, Nova, and our dog, Denali. We make our home in Lakeview, and enjoy being outside, exploring the city, and the lake! I look forward to helping you reach your financial dream!

Personal Insurance Coverages Offered

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