“Continuous learning is the minimum requirement for success in any field” – Brian Tracy
James serves as the Retirement Plan Analyst providing analysis and support for the Institutional Services offered through defined contribution and defined benefit plans.
James received his BBA from Davenport University with a focus in Management. While at Davenport James was a member of the Men’s Lacrosse team. James was a captain his junior and senior year as well as a two-time All-American and three-time All-Conference.
Prior to joining the Strategies team James worked as a Trading Specialist for five years at an RIA/BD in Grand Rapids. It was during this time James developed a passion for capital markets and the services required to navigate them effectively. James has his Series 66, Series 7 and Series 99. He is currently studying for the CFA (Chartered Financial Analyst).
James and his girlfriend Kelly love to find dog-friendly vacations so they can travel with their dog, Glen. James also loves to golf, snowboard and currently plays lacrosse for the Grand Rapids Grizzlies. Along with his passion for playing lacrosse, James is very passionate about coaching youth lacrosse. He coaches at Forest Hills Eastern High School and a youth travel program.