LPL Financial Advisor
James has ten plus years of management experience, with over half working in the financial industry. As a professional in this field, he plays a key role in developing relationships with clients, and understands the importance of building trust.
With his banking experience, James fully grasps the needs of his clients from business owners, young couples starting families, to individuals planning retirement. Whether you are looking for portfolio management, retirement planning, insurance products or college saving strategies, let James take the effort and uncertainty out of investing to create a strategy for your lifetime goals.
James graduated from Widener University with a bachelor’s degree in Accounting. He began his finance career with Franklin Mint Federal Credit Union in 2012 as a Branch Manager, helping clients with their financial needs. It was there he found his true passion as a Financial Advisor.
Born and raised in Delaware County, he decided to start his family here. He is married with two children. Family is his favorite asset, and one he claims pays the greatest dividend.