Our Leadership Team
With over 75 years of combined experience providing comprehensive wealth management services to individuals and business owners, our leadership team knows what it takes to succeed.
Steve James has over 17 years of experience in the financial services field industry. He earned his undergraduate degree from Arizona State University in Tempe, Arizona. Steve is a Registered Principal of Cambridge Investment Research and has obtained his Series 7, 24, and 66 registrations.
The cornerstone of Steve’s practice is working with school district, university and small business retirement plans and their participants. Steve believes that the key to a strong financial future is to have a customized, comprehensive financial plan that encompasses not only investment planning, but also tax planning, estate planning, and protection planning. He strongly feels that each component must be planned in conjunction with one another to create a successful retirement road map.
Steve and his wife Amelia, who is also a Registered Representative with Przewlocki James, Inc., reside in Chandler, Arizona with their two children. Steve enjoys skiing, hiking, spending time with his family, and any other outdoor activity.
Melissa Tapken is the Chief Compliance Officer at PJ Advisor Group, where she provides compliance support for our Financial Professionals, supervises daily trading activities, and conducts supervisory reviews.
Melissa holds a Bachelor of Art in Business Administration from Wartburg College. Before her career with PJ Advisor Group, Melissa worked for many years at CUNA Mutual Group gaining securities knowledge while working for the broker dealer through servicing advisors and managing an advisor support team. Prior to joining PJ Advisor Group, Melissa worked for Cambridge Investment Research on the Direct Business Team.
In her spare time, Melissa enjoys spending time with her family and friends, traveling, many outdoor activities, walking, making quilts and intermural sports.
Mercy Martinez initially studied business at Kellogg Community College, in her home state of Michigan. After moving to Arizona in 2010, she resumed her studies and earned an Associate Degree in Business & Arts from Chandler-Gilbert Community College and continues her education at Arizona State University.
Providing first-class service to our clients is something that Mercy strives for on a daily basis, consistently going above and beyond to process client paperwork and service requests in a thorough and timely manner.
In her free time, Mercy coach’s youth sports and enjoys hiking, running marathons, traveling and spending time with her family.
Ginni joined Przewlocki James in October 2003. She has a 13-year background in Banking and managing her own business for 25 years. She obtained her Series 6 Administrative registration in 2008.
Ginni resides in Tucson with her husband Tom. She enjoys reading, hiking in the desert, and traveling.
Joe Cooper is the Advisor Services Specialist for PJ Advisor Group, where he provides support to Financial Professionals and the PJ Advisor Group team. Joe, who joined our team in 2019, helps our reps with technology solutions and back-office support. In October of 2021, Joe became a producing financial professional with Cambridge Investment Research. Joe currently holds his Series 7 and 66 and his Bachelor’s in Finance from Arizona State University. In his spare time, Joseph enjoys hiking, camping, exercise, spending time with family and reading.