James is a seasoned financial professional with over 15 years of experience. He is a national speaker and regularly provides continuing education for legal, financial, and tax professionals. He is a subject matter expert in estate planning matters for an individual with a disability. He is the immediate past Chair for the New York State Developmental Disabilities Planning Council, a member of the Estate Planning Council of Rochester, and a 2009 Rochester Business Journal 40 Under 40 recipient. He has also been honored as one of our nation's top investment advisors under 40 by Investment News magazine and was a 2020-2021 member of the Forbes Business Advisory Council. James has also earned the professional designations of a Chartered Special Needs Consultant (ChSNC), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). When James is not working, he enjoys playing squash, traveling, cooking and spending time with his wife and sons.
Listed recognitions are not reflective of client experience or investment performance and cannot reliably predict the recipient's future success.