Designations and Licenses

James holds the Chartered Financial Analyst® designation and holds accident and health, life and fixed annuities, variable life/variable annuity insurance licenses in Pennsylvania.

Experience and Education

James provides clients with comprehensive wealth management services including strategies to help them grow and protect their wealth.

Prior to joining Mariner, he was an investment advisor at Executive Wealth Counselors.

James has a bachelor’s degree in exercise science from the University of Pittsburgh and was an honors college student.