Advisor profile


My approach

Your financial goals are individual, and James can help you achieve them. James takes the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice James offers can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
  • Insurance
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • BFA™ Behavioral Financial Advisor

Education

  • BA Bachelor of Arts, Business (Finance/Accounting), Franklin & Marshall College

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2022
  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • WomenCertified, Inc. Women's Choice Award - Financial Advisor , 2014-2015

Community participation

  • Volunteer for Healthy Kids Running Series - engaging communities and families by providing an inclusive youth running experience, inspiring kids to believe in themselves and lead an active healthy lifestyle.
  • Volunteer for Philabundance - region’s largest hunger relief organization, providing emergency food and services to approximately 900,000 people at risk of hunger and food insecurity in the Delaware Valley and beyond.
  • Volunteer for The Philly 10k - local race where a portion of proceeds are donated to the Philadelphia Association of Community Development Corporations, which supports neighborhood CDCs in Philadelphia.

Interests

Always up for a challenge, James has completed long distance triathlons, swims, and a marathon. He is an avid reader of all types of literature. He enjoys traveling both domestically and abroad. When home, he can be spotted walking the dog around the neighborhood or dining out in Philadelphia's great restaurants with his wife & son.