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Eric  James

Eric James

Client Relations Associate

Bringing a passion for personal finance and investment management, Eric James is driven to work with individuals to help them map out their financial needs and navigate the ups and downs of planning for the future.

As a former Customer Support Manager within the information technology industry, Eric understands the value of building long-lasting and healthy relationships with our valued clients and business partners. As business and technology grow hand in hand, Eric is constantly looking for ways to innovate and fully utilize information technology resources to improve the ways in which we approach the financial planning world. By using powerful analytical tools and the most up-to-date information, Eric is determined to make strong, calculated financial decisions and face issues head on

In his spare time, Eric has taken an interest in exploring the culture and history that span the globe. Often adventurously going out of his way to travel to unique places and try ethnic restaurants.

Education:

Loyola University Maryland

Bachelor of Business Administration with a dual major in Finance and Information Systems, Cum Laude

Professional Licenses and Certifications

Series 7 and 66

Eagle Scout

Personal Interests

Travel

Technology/Web Design

Personal Fitness