I have the joy of doing what I love! I am blessed that I can grow closer to Christ while sharing the gospel through finance.
Ask James About: His love of the fall season, Timothy Keller sermons, his Italian heritage, the cinematic masterpiece that is Star Wars: Revenge of the Sith, and the misery of being a New York Giants fan.
jortale@lifeguidefa.com (717) 796-1700Financial Analyst
James’ role:
As a Financial Analyst on Derek’s advisory team, James prepares client meetings, lists and completes client action items in a timely manner, and updates financial plans.
A bit about his background:
A New England native, James graduated from Gordon College in 2024 with a bachelor’s degree in finance. He is currently pursuing his MBA at Messiah University while working toward his Series 65 license and CFP® designation.
What James says he loves most about his job:
“I have the joy of doing what I love! I am blessed that I can grow closer to Christ while sharing the gospel through finance.”
Outside of work:
James lives in New Cumberland with his wife, Liz, and their puppy, Cali. James enjoys playing all types of sports, going on walks, watching a good movie, and spending time with family and friends. They are currently attending West Shore Free Church.
His favorite organizations: