With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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James joined the team full-time after successfully completing his internship last summer and while at school. James graduated Bentley University with a bachelor's degree in finance with a concentration in financial planning and was also a member of their varsity men's soccer team. While in his studies to become a fully licensed financial advisor, he helps the team with key day-to-day tasks involving research and support.
Life and Health Insurance Producer
SIE
Series 7
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