Financial Industry Experience
James earned his license in 2002 and started his own Edward D Jones & Co LLC office in Bisbee, Arizona. After growing a successful office there for over 10 years, he moved to Tucson and partnered with Pyramid Federal Credit Union in October 2013.
James brings a host of real-world experiences to his professional life. Growing up in a farming community in Pennsylvania, James enlisted in the U.S. Army, serving as a Military Police Officer right out of high school. He was handpicked by to perform his duties at the prestigious Fort Myers in Virginia and was requested to teach at the Air Assault School at Davidson Air Command. Wanting to progress even further in the military, James was accepted to the Officer Candidate School and graduated as honor graduate all while earning a bachelor’s degree in Business Administration from Kutztown University. He served his country honorably both as an enlisted soldier and an Officer.
James believes his greatest accomplishment is being a Dad to his son and daughter.
Using the knowledge and insights acquired from his diverse experiences, James strives to help his clients explore a wealth of strategies to achieve their financial goals.
Experience in all areas of investment services (stocks, bonds, mutual funds), retirement planning, rollover IRAs from deferred compensation plan, annuities, life insurance, living trusts and wills, SEP/SIMPLE/401k plans, fee-based managed accounts.
Licenses and Certifications
Series 7 and 63 securities registrations; Series 65 advisory registration held through PFG Advisors; and, life and health insurance licenses.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.