As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), James brings a client-first approach to helping individuals and business owners achieve clarity and confidence in their personal and financial lives. With more than a decade of experience, he has built a reputation for combining technical expertise with a genuine commitment to putting people at the center of every custom plan.

James joined Flagship Capital Advisors in 2024, where he continues to serve clients with thoughtful, individualized strategies. His CFP® designation reflects his dedication to guiding families through retirement, investment management, and life’s financial milestones, while his CEPA® credential allows him to uniquely support business owners. Using the Value Acceleration Methodology™, James helps entrepreneurs build more valuable companies, strengthen personal financial plans, and align business growth with long-term personal goals — including successful exits. Exit planning is good business strategy!

For James, financial planning goes beyond numbers and portfolios — it’s about building relationships and translating complex financial concepts into clear, actionable strategies. Whether it’s designing a retirement plan, maximizing investment opportunities, or creating an exit strategy for a business, James is a trusted partner who walks alongside his clients at every stage.

Outside of work, James enjoys an active life with his wife and young growing family. A hobby golfer, hiker, and skier, he values time spent outdoors and brings the same focus and discipline from those pursuits into his professional work with clients. He also supports his Boy Scout Troop 382 where he earned the rank of Eagle Scout with the help of his friends and family.

As a Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA®), James brings a client-first approach to helping individuals and business owners achieve clarity and confidence in their personal and financial lives. With more than a decade of experience, he has built a reputation for combining technical expertise with a genuine commitment to putting people at the center of every custom plan.

James joined Flagship Capital Advisors in 2024, where he continues to serve clients with thoughtful, individualized strategies. His CFP® designation reflects his dedication to guiding families through retirement, investment management, and life’s financial milestones, while his CEPA® credential allows him to uniquely support business owners. Using the Value Acceleration Methodology™, James helps entrepreneurs build more valuable companies, strengthen personal financial plans, and align business growth with long-term personal goals — including successful exits. Exit planning is good business strategy!

For James, financial planning goes beyond numbers and portfolios — it’s about building relationships and translating complex financial concepts into clear, actionable strategies. Whether it’s designing a retirement plan, maximizing investment opportunities, or creating an exit strategy for a business, James is a trusted partner who walks alongside his clients at every stage.

Outside of work, James enjoys an active life with his wife and young growing family. A hobby golfer, hiker, and skier, he values time spent outdoors and brings the same focus and discipline from those pursuits into his professional work with clients. He also supports his Boy Scout Troop 382 where he earned the rank of Eagle Scout with the help of his friends and family.