James Uh

James Uh

President, Retirement Plan Services

James obtained his Bachelor of Arts degree in Finance from the Eli Broad College of Business at Michigan State University. Since graduating from Michigan State, James had spent most of his career at one of the Michigan's largest Registered Investment Advisors helping clients solve retirement planning hurdles, asset distribution strategies and planning for the unknown.

With his tremendous knowledge of employer sponsored plans such as 401(k), 403(b), 457 and TSAs as well as individual plans such as Traditional/Roth IRAs and Annuities, he helps clients piece it all together to create a full picture of their retirement plan. James is dedicated to working with his clients to provide impeccable service and strategies designed to help them reach their retirement goals. He currently holds his Series 7, 65, 63.

In his spare time, James likes spending time on the golf course during the summer and on the "mountains" of Michigan snowboarding during the winter.

Phone 248.594.7904 or 888.313.7437