Get to Know Jim
James is our trusty Technology Manager, where he manages all of West Advisory Group’s day-to-day technology operations and evaluates and implements technology solutions on a per-project basis.
He has worked in the financial services industry for five years and continues to pursue his passion because he likes helping others and making a difference for the firm’s clients and his community.
His technical knowledge, helpful nature, and ability to teach others all make him a great fit for his role at West Advisory Group.
He’s also a great listener and is always available when clients have questions or concerns.
James grew up in a small suburb in the north hills of Pittsburgh, PA and now lives in Allison Park with his children Jeremy and Sara. Outside of the office, he enjoys catching some live music and other performances and spending time with friends and family.
He’s involved in Allison Park Church and keeps his faith at the center of all that he does.
Meet Your Retirement Partners
Our clients experience something rare and wonderful - it’s a direct result of our forward-thinking, client-centric team.