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 PLANNERTM 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.