James is a Paraplanner and Associate Advisor at Quest Capital & Risk Management, Inc. He began as an intern in the summer of 2023 and returned the following winter, accepting a full-time position after earning his bachelor's degree in finance from SUNY Oneonta. While at Oneonta, James competed on the NCAA wrestling team and was inducted into the Chi Alpha Sigma National Honor Society, recognizing student-athletes for academic excellence, athletic achievement and strong character.
James is committed to continuous growth and professional development in the financial planning space. He holds the Series 65 qualification, demonstrating a deep understanding of investment strategies, economics and fiduciary best practices. He has completed C2P's Tax Management Journey as well as the Bucket Plan 1.0 and 2.0 trainings, reflecting his commitment to mastering C2P's industry-leading, academically grounded, and client-focused planning process used by top advisors across the country.
At Quest, James supports clients by addressing service needs, assisting lead advisors in building holistic financial plans, and analyzing firm performance metrics. Outside of work he enjoys reading, traveling, running, grappling, and kickboxing.