James Jaramillo

Spending his entire career in the corporate retirement advisory industry, James has dedicated his professional life to enhancing financial outcomes of institutional and individual clients for over 15 years. As a process-driven individual, James believes in providing objective, process-oriented and holistic advice to clients. James’ goal in working with clients is to have each client see him as partner and an extension of the Human Resources and Benefits departments.

As the Finspire, LLC Director of Relationships, James is responsible for managing client and business relationships across the firm’s institutional retirement business. James works closely with clients and the Finspire team to develop relationships, understand the unique needs for each client and enhance operational efficiencies throughout. James has a deep understanding of institutional retirement plan design, specializes in plan merger and acquisition transitions and is skilled in structuring strong corporate plan governance programs.

Prior to co-founding Finspire, LLC, James served as a Senior Vice President at Sheridan Road Advisors, LLC for 7 years and previously co-founded Rothschild Consulting Group, an independent investment advisory firm where James was the Managing Principal of the firm. James is an Accredited Investment Fiduciary (AIF®) and FINRA Series 7, 24, 63 and 65 registered. He is a graduate of Marquette University with a B.S. in Finance and Economics where he was also a member of Marquette’s Wrestling team.

James and his wife, Anne have two girls and reside in Mequon, Wisconsin. He continues to serve the community in his active participation as a Mentor for students at Nativity Jesuit Middle School, is a volunteer Assistant Wrestling Coach at Nicolet High School and is involved in many community volunteer initiatives. James enjoys camping with his family, spending time outdoors and teaching his daughters the value of being resourceful-enough to “fix things yourself.”