Charles D. James

Agent & Vice President

A Milwaukee native, Charlie attended high school at the University School of Milwaukee where he was a three sport athlete in soccer, hockey, and baseball. Charlie attended Chapman University, where he played two years of baseball and graduated with a Bachelor’s Degree in marketing and finance. While attending college, he held a marketing internship with a fortune 500 company, and worked for them for a year after graduation in finance.

Charlie spent two years in Colorado familiarizing himself closely with the hospitality industry. He worked for two high-end luxury brand hotels: The Park Hyatt and The Ritz-Carlton. Charlie believes adapting and providing for the unique needs of each client is the key to providing superior customer service. Charlie is a 7th generation James in the insurance industry, and he looks forward to using his experience to better serve his clients.

In 2021, Charlie earned his Certified Insurance Counselors (CIC). This program is nationally recognized and highly respected insurance professional designation for agency owners, producers, agents, CSR’s, brokers, and insurance company personnel.

Charlie is an avid fly-fisherman and skier, but values being outdoors above all else. Charlie enjoys all sports, but particularly enjoys playing golf, tennis, and hiking in his free time.