James brings nearly 10 years of experience in life insurance and annuities, having served as both an external and internal wholesaler at leading firms in the industry. As a Chartered Retirement Planning Counselor (CRPC®), James provides strategic guidance to financial professionals, helping them navigate retirement planning solutions. Before joining Brokerage Solutions as a Brokerage Director, James honed his expertise by supporting advisors in growing their practice through maximizing retirement assets and implementing tax-efficient legacy planning. His knowledge and commitment to client success make him a valuable asset to our team.