Broker Check
James Traylor, CLU, ChFC, ChSNC

James Traylor, CLU, ChFC, ChSNC

President

James is a sibling, advocate and professional who has focused his entire professional career in becoming the organization of choice for families planning for a family member with a disability.  James regularly provides continuing education for legal, financial and tax professionals on planning for an individual with a disability and also speaks at several national disability conferences.  He currently serves as Chair for the NYS Developmental Disabilities Planning Council, a member of the board of directors for the ARC of Monroe Foundation, a graduate of Partners in Policymaking and is a 2009 Rochester Business Journal 40 Under 40 recipient.  James has also earned the professional designation of a Chartered Special Needs Consultant (ChSNC) in addition to his other financial credentials.