James Harvey
Director, Client Affairs

Ext. 113
James@TheBestGA.com

Mission Statement
To personalize each client’s accounts to ensure
they have the proper resources to achieve their
financial and insurance goals; to field clients'
questions and concerns; to research the most
current market trends and develop a coherent
investment strategy; to develop relationships with
financial and insurance companies; to bring the
latest products to our Brokers, so that we may
always put our best foot forward.

Years at ODI
Since 2006

ACTIVITY INVOLVEMENT
• Client Affairs
• Investments
• Corporate Benefits
• Estate Planning

Organizations
• Business Network International
• Society of Financial Services Professionals
• Board of Directors SUNY New Paltz Rugby
Association

Special Interests
• Ice Hockey –Played for 17 years ranging in
teams from Boys Youth Division Teams to Semi-Pro
National Teams
• Rugby – Played for four years, starting at
SUNY New Paltz, currently playing for the NY
Americans (A Mens North-East Travel Team).
Will represent NYC in this year’s Empire State Games.