James began his financial services career in 2009 and joined Northwestern Mutual in 2012. He holds the CFP® designation, an Associate’s 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. James is Series 7, Series 66 and Life, Accident, and Health Insurance licensed.
James oversees the investment process, including portfolio analysis, design, and management for individuals, businesses, and 401k clients. He works with Jeff to design strategic plans for all the firm’s clients. James also works with clients and their families on multigenerational planning to ensure their loved ones are getting the same level of service and expertise.
Although highly analytical by nature, James has the uncanny ability to make the complicated simple. When working with clients in the financial planning arena, it’s easy to get bogged down in the details and lose context around what is really at stake. James provides a constant focus.
From 2005 through 2011 James served in the U.S. Air Force Reserves.
James and his wife Ellie share a love of reading. They live in Merrimack, New Hampshire with their daughter Tilly, and their cat, Gulliver.