As an Investment Advisor Representative, James acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance

• Holds his Series 7, 63, and 65 Securities Registrations

• Graduate of the University of Colorado with a Bachelor’s degree in Strategic Communication as well as an Associates of Science in Communications from Red Rocks Community College

Personal

• Currently resides in Ottsville, PA with his wife Cailin and their two children; Jayden and Charlotte
• In his free time, he enjoys spending time with family, video games, sports , DIY projects and the outdoors

I am licensed to offer fixed insurance products and services in several states. State Licenses vary. Domiciled in PA.