James has worked in the securities and financial planning business since 1996. He began working for Secure Planning, Inc., a Registered Investment Advisor in the Portsmouth, NH area, and after two years, moved to Hartford, CT, to work for WS Griffith Securities, Inc. in the Business Practices Department. In September, 2001 he joined Sagemark Consulting in Virginia Beach, VA, where as Regional Director of Investments, and later Director of Financial Planning, he was instrumental in the growth and development of the Financial Planning operation of that office. In 2006 he transferred to the Boston office. In addition to the Chartered Financial Consultant Designation, James is a General Securities Supervisory Principal.
As a member of the National Financial Planning team, James provides Investment and Insurance product knowledge, and Estate Planning Support and training to representatives of the LFA/Sagemark Investment Advisor and broker/dealer.
For his personal practice, He provides multi-generational estate and investment planning, qualified and non-qualified retirement planning services for affluent business owners, executives, professionals, and retirees.
Implicit in this mission is the need to always deliver first-rate professional advice, top quality products offered by the best companies, and outstanding service at all times. His goal is to develop long-term relationships with clients and LFA representatives that are based on mutual respect and appreciation for each other's talents and objectives.
James and his wife, Laurie have six children and live in eastern Massachusetts.