Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

I am a fiduciary wealth advisor with a foundation in institutional fixed income trading and portfolio risk management, focused on helping individuals and families make high-consequence financial decisions with clarity and discipline. My background began on Wall Street, where I managed risk and traded within institutional markets. That experience continues to shape how I advise clients today—through a lens of market structure, downside risk, and long-term capital preservation. I work with clients who value a structured, thoughtful approach to wealth management, particularly those approaching or in retirement, where the margin for error is reduced and decisions carry lasting impact. My advisory process integrates: • Portfolio construction and risk management • Tax-aware investment strategy • Retirement income planning and distribution design • Coordination with estate planning and tax professionals I believe effective wealth management is not about reacting to markets, but about building durable strategies designed to perform across cycles. My role is to provide clients with a disciplined framework, clear communication, and the confidence to navigate both opportunity and uncertainty. James resides in Fairfield, Connecticut with his family. Outside of work, he enjoys spending time on Long Island Sound and community involvement (volunteering-teaching financial literacy).