James takes responsibility for helping Plan Sponsors seamlessly fulfill their fiduciary obligations. He diligently ensures their adherence to the plan document, provides a diversified investment selection, and consistently evaluates plan fees to reduce the risk of any fiduciary breaches.
In addition to working with Plan Sponsors, James has assisted plan participants and individuals directly for over 10 years. His extensive experience has honed his ability to effectively communicate plan design and investment choices to employee populations.
Every day, James is motivated by the opportunity to help thousands of people achieve financial stability. Outside of the office, he serves as the operations director for Greenwich Rugby Football Club, overseeing all age groups.
Greenwich, CT
“I enjoy making a difference in clients’ lives by helping them understand their financial needs and giving them the tools to satisfy those needs.”
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