James Line joined Samuel Financial LLC in 2016 and specializes in day-to-day financial planning and meeting preparation for both our wealth management and retirement plan clients. In addition, James assists in our firm’s ongoing efforts to stay in compliance with changing industry regulations.
James graduated from Amherst College in 2016 with a degree in economics. His past experience includes interning at Gottfried & Somberg Wealth Management LLC in Glastonbury, Connecticut, as well as work for the American Club, a five-star resort in Kohler, Wisconsin, focused on outstanding service and maximizing the client experience. James is currently studying for his FINRA Series 7 securities registrtation.
James currently lives in Boston and is an avid golfer.