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James Eberle

Jr. Financial Strategist


James Eberle became an integral member of the New York team at ARI Financial Group in 2022. His expertise extends to back-office operations, including collaboration with underwriters and lenders, application completion, creation of policy illustrations and proposals for potential clients, and the development of personalized financial models tailored to meet clients’ needs.


James utilizes his problem-solving and critical thinking background to portray client needs in a visual representation. He collaborates with advanced planning, underwriting, and inforce teams to ensure a seamless process for acquiring and servicing premium-financed whole life insurance for all clients.


In 2021, James completed his Bachelor of Science degree in Industrial and Systems Engineering at the University of Wisconsin – Madison. His journey in the insurance industry commenced as an intern for ARI Financial Group in 2019, and upon graduating from college, he was thrilled to return to the company full-time.


Born and raised in New York City, James has been a lifelong resident, with the exception of the four years he spent in Madison, Wisconsin during college. In his leisure time, he is passionate about golf, the gym, and playing the guitar.