With a rich background in financial management and customer service, James brings a wealth of experience and dedication to his role as an Account Manager at Alliance Wealth Advisors. Having started in May 2024, he has already made significant contributions to our team.

Before joining Alliance Wealth Advisors, James served as a Lead Teller and Assistant Manager at America First Credit Union for over four years. His experience in managing financial operations and assisting in administrative tasks has honed his skills in both leadership and client relations.

In addition to his professional accomplishments, James is nearing graduation with a Bachelor’s in Finance from Weber State University. This academic pursuit underlines his commitment to continuous learning and professional development in the financial sector.

Beyond his career and studies, James is an avid traveler and enjoys exploring new destinations with his wife. He is passionate about backpacking, which allows him to immerse himself in nature, and he has a keen interest in birding. When he’s not out adventuring, he enjoys playing board games, making him a strategic thinker both in and out of the office.