Co-Founder & Managing Partner
Principal and Co-founder of Integrated Wealth Management, Mr. Appelt has been active in the Investment Industry since 2006. Mr. Appelt holds a Bachelor's and a Master's Degree in Accounting. James also founded Appelt and Associates in 1995 after beginning his career at Price Waterhouse and then as a principal at a large local CPA firm and he has been practicing Accounting since 1985 .He is a member of several professional organizations including the FICPA and AICPA. An involved member of the community, he has served as president, treasurer and/or director of local civic organizations as well as Chambers of Commerce, the Long Center, Special Olympics State Summer Games, several local youth sports organizations, and the Morton Plant Foundation.