My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
I have 20+ years experience working with HR and Benefit Professionals, in various industries, helping them to review, evaluate and implement various types of employee and executive benefit programs.
That experience makles me uniquely qualified to identify the positives and negatives in an individuals "financial profile".
Working together, we develop a strategy to identify gaps in your financial profile, and if present, offer solutions to help fill those gaps.
BA Economics Colgate University
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Financial Education
- Group Benefits
Check the background of this investment professional on FINRA’s BrokerCheckSee James’s Licenses and Disclosures