James works with independent marketing organizations (IMOs) and brokerage general agencies (BGAs) to grow the OneAmerica® Care Solutions product line. He provides training to IMO/BGA leadership, back offices and producers to support and drive the growth of Care Solutions in the brokerage channel.
James’ entire career has been dedicated to the insurance and financial services industry working as a financial advisor. He joined the OneAmerica team in 2008.
James holds the Certified in Long-Term Care (CLTC) designation.
James has a Bachelor of Science in business administration from San Diego State University in San Diego.
James resides in San Diego.
Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC.