About Us

Why SFF

Semper Fidelis Financial (SFF) is your dedicated partner in striving for financial success. Our comprehensive approach combines personalized coaching, holistic assessments, and innovative tools. We emerged from a desire to strive to provide holistic financial guidance beyond traditional services. Recognizing that clients needed more than asset management or tax preparation, we became their valued Financial Strategist. Our services include financial coaching, tax analysis, investment oversight, legacy planning, and family goal consulting. At SFF, we are committed to your financial well-being—whether it is wealth preservation, tax efficiency, or legacy building.

Our firm was founded by James Collins, a former Marine with a passion for service. During his time in the Marine Corps, James noticed that many of the issues he and his fellow Marines faced were rooted in basic financial problems. Determined to find strategies, James pursued additional education in finance and wealth management. As his knowledge grew, so did his desire to extend his services beyond the military community, offering assistance to civilians as well.

Our Mission

At Semper Fidelis Financial, our mission is to help and serve our clients with unwavering dedication and commitment. We believe that everyone deserves access to sound financial advice and a confident future. By staying true to our core values of integrity and honesty, we strive to build lasting relationships with our clients, empowering them to pursue their financial goals and navigate life's challenges with confidence.

Let us be your valued financial partner, guiding you every step of the way toward a confident and fulfilling future.

Meet Our Team

James Collins

Wealth Advisor

330-222-3393

330-593-2531

jcollins@semperfi.financial

My story begins with my service in the United States Marine Corps, where I discovered my passion for the financial field and the power it has to create financial freedom for those who matter most.While deployed with my fellow Marines...

Larie Thomas

Operations Manager

330-222-3393

330-593-2531

lthomas@semperfi.financial

As the Operations Manager at Semper Fidelis Financial, I play a pivotal role in ensuring that our office runs smoothly and efficiently. Since joining the firm in October 2022, I’ve become the go-to person for a wide range of client and...

Katharine Morgan

Insurance Specialist

330-222-3393 x1

kmorgan@semperfi.financial

Katharine Morgan transitioned from Life Coach to Insurance Specialist to better support clients in shifting their mindset to pursue their financial dreams and goals. She believes, “in order for us to prosper, we need education,...