A Milwaukee native, Charlie attended high school at the University School of Milwaukee where he was a three-sport athlete in soccer, hockey, and baseball. Charlie attended Chapman University, where he played two years of baseball and graduated with a Bachelor’s Degree in marketing and finance. While attending college, he held a marketing internship with a Fortune 500 company and worked for them for a year after graduation in finance.
Charlie spent two years in Colorado familiarizing himself closely with the hospitality industry. He worked for two high-end luxury brand hotels: The Park Hyatt and The Ritz-Carlton. Charlie believes adapting and providing for the unique needs of each client is the key to providing superior customer service. Charlie is a 7th-generation James in the insurance industry, and he looks forward to using his experience to better serve his clients.
In 2021, Charlie earned his Certified Insurance Counselor (CIC). This program is a nationally recognized and highly respected insurance professional designation for agency owners, producers, agents, CSR’s, brokers, and insurance company personnel.
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