James, a graduate of Southern New Hampshire University, has been in financial services since his graduation in 2018. He has worked for multiple investment firms, which has provided him with the understanding of a wide variety of operational systems while conducting client and advisor support.

While providing exceptional service to our clients, James is also a passionate learner. His desire to continually learn the expertise of financial and investment planning makes him an extremely valuable member of our Centeras team. James is a CERTIFIED FINANCIAL PLANNER™ (CFP®.) He holds FINRA securities and insurance licenses with multiple states.

In his spare time James and his wife Rebecca love to explore New England and live in Brentwood, New Hampshire. James is an avid baseball fan and also plays guitar, piano, and bass. He considers himself a novice fisherman but finds it an excellent source of relaxation.