Dr. James Fowler, DC, grew up in Michigan and was educated as a chiropractor. Throughout a 19-year career in that venture, he was able to practice his skills in patient care and learn how to grow an amazing team.
During his nearly two decades in the health field, James continued to see a huge divide between people that were living on a fixed income and those that were able to plan and execute financial success for themselves. Seeing that difference ignited a passion to find ways to close that gap. Offering family planning and wealth management, Crestview is the next iteration of taking this passion and energy to help families create and preserve generational wealth.
James believes that communication is paramount to a great relationship. Each consultation starts with getting to know clients on a personal basis, discovering their hopes, dreams, fears, and what they want most out of their retirement and life. Furthermore, they outline who they care about most and how Crestview can make sure they help nurture and protect those relationships.
James relishes the ability to take one of the most stressful things that people can deal with and make it exciting, with added clarity on how to achieve their goals. His philosophy maintains that each person should have a plan they understand and a goal they’re excited to achieve. Without this clarity, it’s not possible to fulfill their ambitions. Crestview’s approach is to take what can be complicated and create a simple, focused plan to achieve retirement success.
In his off hours, James loves to spend time with his three kids and wife. Together, they enjoy traveling and finding new experiences.
As a financial professional and fiduciary, Reid Johnson is dedicated to providing his clients with the professional and individual attention necessary to help them achieve their financial goals. With more than 24 years’ experience in the financial services industry, Reid works closely with his clients to help identify their financial needs and determine the best strategies to help meet their goals.
His personal mission is to help seniors achieve financial security so that they are able to enjoy retirement comfortably. He accomplishes this by providing the most accurate and up-to-date information to his clients. Reid prides himself in always looking at individual client needs and taking the time to really get to know each person he helps.
Reid offers a personalized plan to meet every client’s needs. He has assisted seniors in reducing their taxes on Social Security, increasing their fixed monthly income, and preserving the retirement “nest egg” they have worked so hard to accumulate. Reid is able to address all the issues that may affect seniors during their retirement years, whether it’s nursing home protection, estate preservation or cash management strategies.
