Our speaker on March 5 is James Marshall. James founded Spectrum Investment Advisors located in Mequon, WI in 1995—he currently resides as the chairmen, ambassador, and partner. He has dedicated much of his free time to his community, as James is the Chairman of Mequon/Thiensville Chamber of Commerce Past Presidents, and the current President of OED—Ozaukee County Economic Development. James has a deep appreciation for Warren Buffett’s success and moral code—as he has applied much of Buffett’s advice to his own life. Having lived through the Korean, Vietnam, and Cold War, James has witnessed the valor that the U.S. military men and women hold. He is a proud American who acknowledges the amount of bravery that backs every U.S. citizen’s success.
After four years, James and his son Jonathan along with Katy Pavon finished the book, The American Tailwind. They launched the book in November 2023 with a 2-day book launch at Foxtown Station in Mequon, inviting the community to celebrate the history of the American resilience. The book launch theme was veteran focused with a “Berkshire Hathaway Conference” flare. Spectrum sold dilly bars for local veteran organizations, toasted with coca cola, passed out poppys from the American Legion, with the grandson of General George Patton (Pat Waters) as the special guest speaker during the program.
This year kicked off The American Tailwind Media Tour, including a January 2024 appearance on WTMJ’s, the Morning Blend show!