James is a fourth-generation Royersford/Limerick-area resident who has been on staff with the Hoff Agency since 2018. Before joining the family business, James worked at an investment firm, booking trades and working closely with advisors and mutual fund distributions.
James graduated from Ursinus College in 2015 with a degree in business and economics. He holds his CERTIFIED FINANCIAL PLANNER® designation, as well as his FINRA Series 6, 7, 63, and 66 securities registrations, allowing him to hold any type of investment account in our office as an investment adviser representative.
James works closely with local school district employees, working with their 403(b)/457(b) accounts as well as their pension and retirement planning.
James currently lives in Collegeville with his wife, Rachel, daughter Reagan, and their corgi, Leroy. They enjoy working out, working on their home together, and traveling.