James started Wealth Development Council in 2004 with a vision to help families and institutions grow and protect wealth. James holds the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered Financial Consultant (ChFC) designations. His educational background is in business administration. Throughout James’ 20 years of experience as a Financial Advisor, he has gained extensive knowledge and experience in the areas of investment management, insurance planning, intergenerational wealth transfer, and retirement planning. His time is primarily spent developing, presenting, and reviewing financial plans with clients.
James enjoys public speaking and networking. He is currently a member of The Rotary Club of Harrisburg and served as president in 2020-2021. He assists as a worship leader at The Glenvale Church of God. In his free time, James enjoys performing and recording bluegrass music, playing with his grandson, traveling with his wife, Karen, and reading books.