James joined Adviser in 2022. He enjoys helping clients achieve their financial goals, including advising on investment planning, asset allocation, tax planning, estate planning and insurance. Prior to joining Adviser, he was the founder and chief investment officer at his own firm since 1994. James started his career at Arthur Andersen in the tax department. He holds a B.S. in accounting from Bryant University and earned his CPA and CERTIFIED FINANCIAL PLANNER™ designations. He and his wife Mona are residents of Lexington, MA, and love to play tennis.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.