As your financial advisor, James has over 10 years' experience working with clients and their investments. James serves as an advisor to hard working individuals, families & business owners who have accumulated assets and want to make wise decisions about growing, protecting and distributing their wealth.
To start his career, James joined RBC Capital Markets to work on the public funds side of the financial business with school districts and municipalities. He was drawn to the financial services industry because he saw how making good decisions about money can make a big difference for people, their families and their communities. James is proud to be part of a team that makes serving clients a priority, and is happy to be associated with a first class firm at RBC.
James has a Bachelor of Science degree from Thiel College, has passed his Series 7 and Series 66 exams and holds his PA Life and Health Insurance licenses. He lives in Lititz, PA with his wife and son.