James joined Photiades Wealth Management in 2014. His responsibilities included portfolio analysis, design and management for individuals, businesses and 401(k) investors, as well as working with each client to create, maintain and update, personalized strategic plans. Thanks to Jeff’s mentorship for almost a decade, he also focuses on business planning with closely held businesses and their owners. In 2023 James, alongside Diane Sizemore, took the helm of PWM to continue Jeff’s legacy as the firm’s lead Private Wealth Advisor.

James holds the CFP® designation, an Associate Degree in Applied Science from the Community College of the Air Force, a bachelor’s degree in International Business, and a master’s degree in Finance from Southern New Hampshire University. He also is Series 7, Series 66 and Life, Accident, and Health Insurance licensed. James is also a 6-year veteran of the Air Force Reserves.

James and his wife Eliana share a love of reading, travel and spending time at Goose Rocks Beach in Maine. They live in Merrimack, New Hampshire, with daughters Matilda and Eleanor and their cat Gulliver.

Diane brings 29 years of industry knowledge and experience to the practice. She joined PWM in 1995 and together with the founder, Jeff Photiades, helped to create and build what PWM is today.

She serves as the Chief Executive Officer and while her main focus is assisting clients through the application and implementation process for insurance solutions, she also oversees the daily operations of the practice.

She is a magna cum laude graduate from Beal University with an Associate Degree in Executive Secretarial Science and is Life, Accident, and Health Insurance and Series 6 and 63 licensed.,

She resides with her husband, Rick, and two rescue dogs in Weare, NH. Her daughter Shelby is a Senior at The University of New England studying to be a nurse. Outside of work, she enjoys reading, spending time outdoors, skiing, days by the water, or time with family and friends.

For the past 36 years my experience as a small business owner has provided me the opportunity to work with many people in various industries. As a result, I understand the challenges of small business owners balancing the growth of their business against cash flow while striving to deliver a great client experience. That also translates into busy successful executives, understanding their changing worlds and the need to stay relevant while not losing focus of their family’s priorities and goals. I enjoy working with busy folks; the busier the better and the more appreciative they are of helping them get off the treadmill of life and focus on themselves and their family.

As a financial advisor, I love connecting with people to help improve their world, educating and helping them understand the complexities around planning. Each individual that we meet has a personal story, a unique situation, and it is our goal to share the correct financial plan for their family. 

Henry has worked in the financial industry for fourteen years and joined the team in 2017. He graduated from Roger Williams University with a bachelor’s degree in Finance and holds an MBA from Southern New Hampshire University. He also holds Series 7, 63, and Life, Accident, and Health Insurance licenses.

Within his role as Director of Investments, Henry oversees the investment operations of Photiades Wealth Management such as opening client accounts, trading and reporting, and money movement functions. He is also responsible for investment client communications, portfolio construction and updates based on current market trends.

Henry lives in Amherst, New Hampshire with his wife Melissa, daughters Nora and Harlow, and their dog, Bruiser. In his spare time, he enjoys playing guitar, nature walks with his family and attending gymnastics lessons.

Amelia joined Photiades Wealth Management in 2023 and serves as the Administrative Assistant for the team. She graduated from Plymouth State University in 2019 with a bachelor’s in English.

Amelia’s role includes assisting with policy owner service requests such as payments, beneficiary changes, and other service requests. She also assists the team with sending out client correspondence, editing meeting transcribed notes, and other general office needs. She also helps contribute to our marketing efforts and assists Priya with this as needed.

Amelia lives in Raymond, NH with her husband and cats, Patch and Domino and dogs, Bruce and Saxon. In her free time, she enjoys reading, watching movies, playing video games & board games, doing yoga, crocheting, spending time with her dogs, and binge-watching TV shows with her husband.

Zach joined Photiades Wealth Management in 2023 as an Associate Financial Representative and his primary role is to create and manage retirement plans for our clients working alongside James Buckley.

Zach studied business at Florida Gulf Coast University and is Life, Accident and Health insurance licensed.

Zach lives in Concord, NH and during his free time, he loves going to the gym, playing golf, watching football, and spending quality time with friends and family.

Alex joined Photiades Wealth Management in April of 2024 as an Investment Operations Associate. He is responsible for opening client accounts, trading and reporting, and managing money movement. Alex graduated from Southern New Hampshire University in 2021 with a degree in Business Administration. He has spent the last three years in the finance industry working across multiple client accounts, assisting on various projects, and driving the completion of deliverables.

Alex holds his SIE, Series 7, and Series 63 licenses and is licensed for NH Life, Accident, and Health.

In his free time, he likes to get outside and hike, bike, or take his dog to the park. He also likes a variety of food dishes and checking out new restaurants. Alex currently lives in Manchester, NH with his partner Courtney, and their dog Norie.

Originally from Dallas, Texas, Cathy joined Photiades Wealth Management in 2024 as the Chief Operating Officer/Chief Financial Officer.  Before joining PWM she spent 5 years as the Director of Finance and Operations for the Northern New England Network Office and 5 years as a Business Manager in the non-profit sector.

Cathy lives in Merrimack, New Hampshire with her husband of 25 years, and is the mother of 3 sons: Matthew (24) and twins Timothy and Michael (22).   Cathy enjoys all the great outdoors of New Hampshire has to offer including cycling, hiking, and sunny beach days.