James serves clients as a Wealth Advisor. 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 earned his BA from the University of New Hampshire and is currently pursuing his CERTIFIED FINANCIAL PLANNERTM designation. 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.