Author: Chantal Nakouzi

Amelia serves clients as a Wealth Advisory Analyst, working closely with Chris Penfield and his team. Amelia is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Practice Management, Tax and Philanthropy. Prior to joining Vigilant, Amelia worked as a Regional Associate at Putnam Investments where she introduced timely fund solutions to financial advisors for their clients and business-building ideas through wealth, practice and investment management. Amelia earned her B.S. in Business Administration with concentrations in Finance & International Business from the University of New Hampshire. She also spent a semester abroad, studying Spanish and Art History in Barcelona. She lives in Portsmouth, NH and enjoys running, playing golf and traveling.

James serves clients as a Wealth Advisor. He is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Estate Planning and Risk Management. Prior to joining Vigilant, James was Regional Sales Director for Columbia Threadneedle Investments, a global asset manager based in Boston, where he represented a diverse lineup of investments. Previously, James was Financial Advisor in Exeter, NH, where he helped families on the Seacoast achieve their financial goals. James received his BA from the University of New Hampshire, completed the College for Financial Planning education program and is a CERTIFIED FINANCIAL PLANNER^TM practitioner. In his free time, James enjoys skiing, golfing, cooking, and spending time with his family. James lives in Portsmouth, NH with his wife, Cara, and son, Tommy.

Alex serves clients as an Associate Wealth Advisor, working closely with Jeff Carlisle and his team. He is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Cash Flow and Tax. Prior to joining Vigilant, Alex was a financial planner for a Portland-based firm where he provided comprehensive wealth planning to individuals and families. He received his BS in Finance from the University of Southern Maine, completed the College for Financial Planning’s CFP Certification Professional Education Program, and is a CERTIFIED FINANCIAL PLANNER™. Alex holds the Chartered SRI Counselor™ (CSRIC™) designation and the Accredited Behavioral Finance Professional℠ (ABFP℠) designation after completing the education, exam, and ethical requirements set by the College for Financial Planning. He is a CFP® Professional member of the Financial Planning Association. Alex lives in Scarborough, Maine.

Chris is a Principal in the firm and serves clients as a Wealth Advisor. He is the Chair of the firm’s Wealth Advisory Committee. Prior to joining Vigilant in 2012, Chris was a financial planner for a Boston firm where he worked with high-net-worth individuals. Chris received his BS in Economics & Finance from Bentley University. He completed the Boston University Financial Planning Program and is a CERTIFIED FINANCIAL PLANNER™. Chris is the Treasurer for the Brick Store Museum in Kennebunk, a member of the Kennebunk Rotary Club and is past President and Chair of the Financial Planning Association of Northern New England. In his free time, he enjoys golfing and outdoor time with his family. Chris lives in Kennebunk, ME with his wife Amanda and their daughters Parker and Hadley.