James is a personal finance and trading technology enthusiast who is driven by a desire to see others succeed as financial stewards. Through his work with Kopsa Solutions, James empowers independent advisors and RIAs to get the most from technology their clients are unlikely to ever see, but depend on greatly to reach financial goals.

Prior to starting Kopsa Solutions, James began his career at Orion Advisor Technology where he supported leading advisory businesses in their use of the Eclipse trading platform. He then joined Commonwealth Financial Network to lead adoption of Orion Trading tech for the PPS Select program and affiliated advisor offices.

When the workday is done, you will find James making memories with his wife, Susanna, and their four children.