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James L. Sexton, CPA

Financial Planner & Tax Manager

James L. Sexton's background highlights the goal of Phillip James Financial which is to bring all aspects of our clients' financial lives into focus.  A tax and accounting perspective, while necessary, is often overlooked at most other planning firms.

James graduated Cum Laude from St. John's University in Collegeville, Minnesota with degrees in Accounting and Management.  Out of college he worked as an auditor for Deloitte & Touche where he was responsible for planning, organizing, and leading audit engagements.  In 2008, James co-founded and continues to act as the CFO for CS Holding’s LLC, a small real estate investment firm specializing in multi-family residential rental property. James assists in the acquisition process and is responsible for modeling and analyzing returns for potential purchases. He also provides monthly financial reporting for the company's operations.

In 2010 James co-founded Phillip James Consulting with long-term friend Phillip.  As Principal, James heads up the accounting and tax practice providing strategic planning for small business clients.  While working with small business owners and individual tax clients the partners quickly realized that there was a need for unbiased, objective financial advice. 

On Partnering with the Right People

"My relationship with Phillip goes back to high school, when we would trade stock tips.  I remember searching the stock listings in the Star Tribune's business section for what we considered back then "Value" stocks.  Our approach is much more refined now, but our passion remains."  

On Combining Disciplines

“This is a great opportunity to blend these important practices.  Having multiple professionals under one roof provides for better communication and efficiency.  In addition to a financial planner, our clients will always have a tax professional on their team.  This is important because taxes are a part of everything we do financially.” 

You can contact James using his direct email [email protected]  Only for clients, prospective clients, and news media, please.

 
 
 

Professional Experience

  • Phillip James Financial
  • Phillip James Consulting
  • CS Holdings LLC
  • Air-Serv
  • Deloitte & Touche

Education & Affiliations

  • Member of Minnesota Society of CPAs
  • Certified Public Accountant
  • St. John's University - BA Accounting & Business
 

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