James Brisley

Noted Financial Services Professional & Financial Literacy Advocate

James Brisley

Personal Notes

I have endured financial successes as well as financial challenges. In addition to my education and professional experience, I know what it’s like to wake up at 2:00 AM and not get back to sleep because of financial stress. These highs and lows, that most of us experience, drive me to give as many people as are interested the financial education to make informed decisions about their finances, enabling them to improve their lives.



James (Jaime) Brisley has been involved in the employee benefits and financial services industry for over 25 years. He has given thousands of presentations and one on one consultations helping individuals understand their personal finances. Jaime has conducted events at Fortune 500 companies like Target, ING, Tyco International, Best Buy, and Medtronic. He has earned numerous professional honors and designations. From the International Foundation of Employee Benefit Plans and the Wharton School of Business, Jaime earned the Certified Employee Benefits Specialist (CEBS), Group Benefit Associate (GBA), and Compensation Management Specialist (CMS) designations. In the life insurance industry, he earned the coveted distinction of qualifying for the Million Dollar Round Table (MDRT) that represents the top 1% of life insurance producers worldwide. Jaime has passed several securities examinations including the series 6, 63, and 65 to be an Investment Advisor Representative (IAR). He is also a member of the National Financial Educators Council (NFEC) Speakers Association and a Certified Financial Education Instructor (CFEI).