2021 -
now Founder, President Springboard-Financial @
2012 -
now Founder and CEO @
2012 -
2020 Director @
2002 -
2012 General Agent @ The Washington Group
1999 -
2002 Sales Manager @
1986 -
1999 Financial Advisor @
James Education
Lawrence University
BA Government (Economics)
1982
-
1986
Appleton - East HS
High School
1979
-
1982
James Skills
Financial Services
Management
Leadership
Finance
Financial Advisory
Financial Planning
Insurance
Business
Underwriting
Retirement
Long-term Care
Life Insurance
Retirement Planning
Investments
Fixed Annuities
Strategic Planning
Business Planning
Wealth Management
Long Term Care
James Summary
James, based in Washington, DC, US, is currently a Founder and CEO at Van Eperen Financial Group - Angel Investing. James brings experience from previous roles at Springboard-Financial, Raffa Insurance Services, The Washington Group and New England Financial. James holds a 1982 - 1986 BA Government in Economics @ Lawrence University. With a robust skill set that includes Financial Services, Management, Leadership, Finance, Financial Advisory and more.
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