Additional Designations and Licenses: CRPC®, CLU®, Series 7, Series 66, and Life, Accident and Health License
Education: B.S. in Economics with a Concentration in Marketing from Bentley University
James grew up watching his father serve clients with heart and integrity, and those same values shape how he shows up for families today.
He brings a modern perspective and a passion for financial education—especially for next-gen clients, new business owners, and busy professionals looking for practical, personal advice.
With a background in economics and marketing, James makes complex topics feel approachable, and he’s deeply committed to building relationships that last through every season of life.
In addition to his work with clients, James serves on the board of a nonprofit organization dedicated to financial literacy initiatives in New Hampshire.