James Werst

James Werst

Align Wealth Strategies, LLC | Investment with Intention | Lancaster, Pennsylvania, United States

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Work Experience

Align Advisors

Partner & CEO / Financial Adviser

1997-01-01 — Present

Independent Financial Adviser

Independent Financial Adviser

1987-01-01 — 1997-01-01

IDS / American Express

Financial Adviser

1984-01-01 — 1987-01-01

Skills

personal retirement planning seminars employee education corporate 401 services insurance annuities

Languages

English