Get Started

Get Started on Your Life Plan Today

We use cookies to ensure our visitors have the best browsing experience on our website.

University of New Hampshire Alumni

Enjoys spending times with his golden retriever

Enjoys boating in Boston Harbor

Started his career with a Broker Dealer

Will video conference with clients to make it easier

Get to Know James

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.

Read More
Meet James’ Team
Scroll through to see each of the Advisors

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934