James Roumell, CRC®

James Roumell has over 30 years of experience as a finance professional and began his career in the corporate finance and accounting arena. In 2009 he wanted to leverage his education and passion for helping individuals and families obtain their financial goals and joined M3 Investment Services, and strongly feels they have the tools available to work with all clients.

James is a Certified Retirement Counselor®, holds Series 6, 63 and 65 FINRA securities registrations along with his Life Insurance license. He earned a Bachelor of Science degree in Finance from Central Michigan University in 1987 and is a member of the National Tax-Deferred Savings Association (NTSA).

James lives in Jackson, Michigan with his wife Tracy and two children. When not in the office or visiting clients, he can be found golfing, boating or enjoying the outdoors. James volunteered his time with the Onsted Community School Foundation as past treasurer and board member, which gave him the opportunity to give back to his hometown and high school alma mater.