James Lopez
Insurance Professional
James works with our clients to ensure they have proper risk mitigation in place, when it comes to their financial planning. He has been an insurance professional since 2017 and understands the intricacies of life insurance and disability insurance.
From the initial collaboration with clients on best options to underwriting and binding coverage, providing an excellent client experience is one of James’ best attributes!
In addition, he has a background in mortgage lending and underwriting.
James sees the importance of having sufficient life insurance and income protection, to continue to build wealth thru home ownership and other assets, by hedging insurance as a protection element to do just that.
James lives in the Chicago Suburbs with his family and is a Patriots fan! We can’t forget to mention his adorable pup, Ralphie, who sports Patriots gear every Sunday during football season.