Pivotal life events often occur without warning. At MassMutual Greater Philadelphia, we take great pride in knowing that we have helped our neighbors, friends, families and business owners make good decisions about being financially prepared for the unexpected. We put the needs of our clients first and hold the strong belief that doing business correctly leads to long-lasting relationships with the communities we serve.
Waking up each morning with strong sense of purpose and clarity is one of James’s core tenants. He believes that the results people seek are directly correlated to the mindset, habits, and actions we take for ourselves.
“People don’t just wake up one day and become the person they want to be with the life they want to have. No one is going to just hand it to us either. It’s our job to CREATE it every day through the actions we take on a consistent basis.”
Passionate about serving others and committed to helping his clients create the lives they want to have, James places a strong focus on building relationships and delivering value to those he meets. He works very closely with his clients to help them figure out not only what matters the most to them but how they can obtain the goals they’ve set for themselves.
James graduated with a bachelors degree in Finance and Financial Management Services from James Madison University. As a Financial Planner and Registered Investment Advisor he holds FINRA Series 6, 63 and 65 registrations and is registered representative with MML investor services, LLC.
When James isn’t focused on helping others, he’s busy challenging himself in his quest for personal growth. He’s an avid reader, loves exercising, flag football and embraces a growth mindset.
Business name: MassMutual Greater Philadelphia
Business phone: +19083092768
Focus areas: Investment Strategies, Insurance Strategies, College Funding Strategies, Retirement Income Planning, Financial Education, Group Benefits, Estate Planning
Other license: Investment Strategies, Insurance Strategies, College Funding Strategies, Retirement Income Planning, Financial Education, Group Benefits, Estate Planning