James R. McCrary
Retirement Plan Consultant
James R. McCrary is a Retirement Plan Consultant with SageView’s West Team. Jamie is a member of SageView’s Not-for-Profit team working to deliver quality retirement plan solutions to plan sponsors and their participants, using SageView’s proprietary analytical tools and his nuanced understanding of the challenges facing the retirement plan industry.
Prior to joining SageView, Jamie worked in the financial services industry for more than 25 years. He served as Vice President of Retirement Plans for Bryson Financial Group in Long Beach, California. Before that, he spent 20 years with the American Funds Group of the Capital Group Companies, where he was a Vice President of Retirement Plan Sales covering the Southwest and was also a senior product development manager.
Jamie is a frequent speaker at industry related conferences and meetings including the College and University Professional Association for Human Resources (CUPA-HR) and Western/National Association of College and University Business Officers (WACUBO/NACUBO).
Jamie received a Bachelor of Arts degree from the University of California, Santa Barbara and currently serves as a board member for his alma mater’s Executive Council. He holds numerous securities registrations.