CERTIFIED FINANCIAL PLANNER™ | Senior Vice President
James began his career in the financial services industry in 1995 and is a CERTIFIED FINANCIAL PLANNER™.
The CFP® distinction is awarded by the Certified Financial Planner Board of Standards Inc., which requires advisors to complete the CFP® Board-Registered Education Program and pass the CFP® Certification Examination, which assesses the ability to apply financial planning knowledge to client situations. CFP® designated advisors must also have at least three years of qualifying financial planning work experience and pass the CFP® Board’s Fitness Standards for Candidates and Registrants.
He is also qualified as a General Securities Principal (Series 24), General Securities Representative (Series 7), an Investment Adviser Representative (Series 66) held though LPL Financial, as well as a licensed Life and Health Insurance Agent in Michigan. He has earned Bachelor's Degree in Finance from Grand Valley State University as well as his Certificate in Financial Planning from Northwestern University. James's educational background focused on finance, tax, insurance, estate planning, investment management, and financial planning.
Outside of the office he enjoys spending time with his family, coaching basketball, and always seems to have some kind of building "project" he's working on...
James is a registered representative of LPL Financial.