James joined the Huebert & Associates team as a Financial Planning Assistant, supporting the practice through client service and engagement. As he works toward earning his CERTIFIED FINANCIAL PLANNER® certification, James looks forward to continuing his professional development and transitioning into a Wealth Advisor role.

James is entering his final year at Brock University, where he is completing a Bachelor of Business Administration with a concentration in Finance. His education, combined with his experience at Huebert & Associates, continues to strengthen his knowledge of financial planning and his ability to build meaningful client relationships and assist in the planning process.

Outside of his professional pursuits, James enjoys music production, fitness, and travelling. He is also actively involved in the local community as a member of the operations team for the Niagara Grape & Wine Festival.

James is excited to continue growing within Huebert & Associates and contributing to the team’s commitment to helping clients and their families achieve their financial goals.