James is a Financial Consultant who works closely with both prospective and current clients to facilitate the set-up and ongoing service of their investment accounts. He is committed to delivering clear, consistent, and concise communication throughout every stage of the client relationship, ensuring a smooth and confident experience for the client.

Before joining CCR, James worked as a relationship manager at a registered investment advisory (RIA) firm in Pasadena, California. He began his career in Los Angeles with Equitable Advisors, where he earned his Series 7, 66, and Life & Health Insurance licenses. Throughout his career, James has supported clients with a wide range of financial services, including financial plan construction, tax mitigation strategies, and life insurance planning. As of April 2026, James is a Certified Financial Planner Professional (CFP®).

James holds a B.A. in Political Economy from Tulane University. A former resident of New Orleans, he considers the city a second home and often returns for Jazz Fest, Craw Fest, or any of the city's 128 annual festivals. He now lives outside of Boston with his family and their bernedoodle, Penny. In his free time, James enjoys cooking, the great outdoors, and listening to live music.