As the eldest in a large family, James has a natural tendency to look out for the best interests of others and to lead by example. From a young age, he understood that perception creates reality. Whether it be mediating a family conflict or keeping open lines of communication with his clients, James knows the value of creating and maintaining relationships with both clients and strategic partners built on trust, honesty and transparency.
Early in his career, James worked at a Broker Dealer where he was able to gain insight into various areas of the industry, particularly in processing business and working with over 200 different Advisors. Since joining Trilogy, James has been able to leverage his operational experience with the knowledge and guidance from his mentors to provide the best experience possible for his clients.
James is a graduate of The Peter T. Paul School of Business and Economics at the University of New Hampshire. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration, and also holds his Life Insurance License. In his free time, James enjoys spending time with his friends, family and his golden retriever, Casey. He also enjoys boating into Boston Harbor and exploring the coastal regions of Massachusetts.