Introducing Our Investment Advisor Representative
James is currently an Investment Advisor Representative with Private Advisor Group and a Registered Representative with LPL Financial – a Registered Broker/Dealer, where he actively provides retirement planning, investment advice and Business strategies to a wide array of clientele. James grew up in Munster, Indiana and graduated from Munster High School in 2007.
After high school, he attended Ball State University and earned his Bachelor of Science in Finance and Risk Management in 2011.
Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
As an advisor, James’s mission is to get to know and understand your needs, wants and long term goals. James works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
Helping people, whether it’s planning for retirement or college expenses, is truly James’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and make adjustments as economic or lifestyle conditions warrant.
James currently holds his Series 7 and 63 registrations through LPL Financial and Series 65 registration through Private Advisor Group.