Designations and Licenses

James holds Qualified 401(k) Administrator (QKA) and Qualified Plan Financial Consultant (QPFC) designations. 

Experience and Education

James focuses on delivering quality retirement plan design to plan sponsors and their participants, with an emphasis on fiduciary guidance, plan design consulting and financial wellness education for participants. 

James has more than 17 years of experience in the financial services industry. Prior to joining Mariner, James was a retirement plan consultant at Two West Advisors. Prior to Two West Advisors, he worked for a third-party administrator where he gained knowledge on the inner workings of a retirement plan, including the impact of plan design, payroll contribution processing, participant enrollments, retirement plan conversions and participant distributions processing. 

James has a bachelor’s degree in business administration (B.B.A.) with an emphasis in business administration and management from University of Phoenix.

Personal Interests

He loves supporting the Kansas City Royals, Chiefs, Sporting KC and the Mavericks. In his free time, he enjoys playing billiards and going to Orangetheory Fitness (OTF).