Prior to joining PSE Wealth in 2022, James developed and refined his financial planning skills with Fidelity Investments and JPMorgan Chase. James graduated from Cleary University with his M.B.A. in Financial Planning after which he decided to follow his passion of helping people, in all stages of life, set and obtain their financial and lifestyle goals.
James is a native of Michigan and he enjoys spending time with his wife Emily, and their 3 children - Zachary, Isaac, and Evelyn, as well as their family dogs. When he is not spending time with his family, you can find him at the ice rink. He is actively involved with the Integrity Hockey League, a 501(c)3 adult hockey ministry, where he also plays for the Bruins C1 team.