James has been in the financial services industry since April of 1997. his goal is to surround himself with the best and brightest talent available to help strive for asset accumulation for his clients. Several areas of specialization include supplemental retirement income planning, risk mitigation and analysis, and equity investment trading. James holds his Series 7 (General Securities Representative), through LPL Financial, 52 (MSRB Municipal Securities Representative Exam), 63 (Uniform Securities Agent State Law Exam), through LPL Financial, 65 (Uniform investment Advisor Law Exam) securities registrations with LPL Financial as well as his life and health insurance certifications through LPL Financial.

James earned his Bachelor of Science in Business Administration from Ferris State University in Big Rapids, MI. James is a lifelong resident of Jackson Township in Canton, Ohio where he lives with his wife Lisa and their three children Sebastian, Olivia and Wyatt. When time permits to be away fro the office, James can be found spending time with his family, on the golf course, or hunting and fishing. As a gesture to the community that supports him, James regularly commits funds to the Huntington’s Disease Foundation for research and development of advancements to combat the disease.