Our Qualifications

With over 10 years of experience in the financial services industry James is qualified as a General Securities Representative (Series 7), an Investment Adviser Representative (Series 66), and as a licensed Life and Health Insurance Agent in Michigan.  James's educational background includes studies at Muskegon Community College, Grand Valley State University, and the College for Financial Planning where he focused on finance, investment management, and financial planning.

James is a registered representative of LPL Financial.