James is a Retirement Plan Analyst for RKL Wealth Management. He specializes in relationship management, product management, plan design, fiduciary duties and investments for retirement plans.
Professional and Business History
James joined the firm in 2018, beginning his professional career with RKL Wealth Management.
- B.B.A. Finance, Wilkes University
- Qualified 401 (k) Administrator (QKA) - American Society of Pension Professionals & Actuaries (ASPPA)
- Series 65 - Financial Industry Regulatory Association
James resides in Lancaster, PA. In his free time, James enjoys playing golf, fishing and spending time with his friends and family.