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About James

Your trust.

With a tremendous passion for finance, James takes pride in his ability to explain complex financial concepts into simple terms.  Personable and patient, James builds long-lasting relationships based on trust and integrity.


Our Primary Purpose

James graduated from the University at Albany with a Bachelor of Arts (BA) degree in Biology in 2006 and earned his Master of Arts (MA) degree in Biology from Stonybrook University in 2013. Being a lifelong learner and self-taught in diversified investment strategies including relative value and systematic trend following, James saw an opportunity to enter the world of financial planning to help others achieve their financial goals. James now brings his unique abilities, knowledge and passion for helping people to the financial services industry as an advisor with FHFG. 

In his spare time, James loves spending time with his family and reading about advanced planning. He also enjoys spending time outdoors and surfing. James was raised in New York and now resides in Long Beach with his wife Shoshana and their son Luca.

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