James conducts the analytics for each of the client's retirement plans. He mostly works behind the scenes but occasionally you may see him gathering data directly from the client. James' favorite part of his role is being able to take complex financial concepts and communicate them in a concise manner to clients. He enjoys helping other reach their financial goals for the future.
James graduated from Oklahoma State University in 2017 and earned a BSBA degree in Finance. He also completed an internship with Gilhang Financial Group, LLC prior to graduating from college. James is an Investment Advisor Representative and a Registered Representative with Park Avenue Securities. He holds the FINRA Series 7 and Series 66 registrations through Park Avenue Securities and is a licensed life and health insurance agent with Guardian Life Insurance Company of America.
When James is not in the office you may spot him on the ice playing hockey on the weekends with his friends. He also enjoys spending time with his family who is very supportive in his career and ambitions.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian