Client Relationship Director
Director of Client Services for Retirement Benefits Group, one of the countries’ leading retirement plan consulting firms. He works with plan sponsors to facilitate the day-to-day operations as well as provide exceptional client services such as research projects, investment reviews, and employee education. James joins our team with a strong background in retirement planning and investing having worked with UBS Financial Services, Invesco Investments, and Oak Point Financial in the past.
Born in Scotland and raised in The Netherlands, James brings unique and diverse intercultural skills which have found to be a valuable asset in today’s ever expanding global economy. James resides with his wife Megan, a school teacher at Tomball Intermediate, his daughter Kaylee, and Vinny, his well-trained Belgian Malinois. James enjoys staying fit and has been described as a soccer fanatic! He hopes to learn golf soon.
Bachelor’s degree in Business Economics and Finance from Bryan College in Tennessee
- 401k Specialist
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