My goal is to always take care of families and business owners by putting their needs first and providing them with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES:

• Fixed and Variable Annuities
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump-Sum Pension Distribution
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• Business Planning strategies

Focus Areas:

• Elder Care Planning
• Insurance Strategies
• Investment Strategies

QUALIFICATIONS:

Registered to offer Securities products in California, Florida, New York, and North Carolina

Licensed to sell Insurance in Florida, New York, North Carolina, South Carolina

Series 6, 63 licenses

RFC - Registered Financial Consultant designation

PERSONAL:

45 Years in the Financial Services Industry:

11 years on Wall Street, 30 years MetLife
Started as a Trader on the floor of the NYSE
Vice President of JETS of America 2002-2017
A 15-year member of Smithtown High School Advisory Group

Hobbies:

Chess

James has been married to Diane, a CPA, for 27 years. They have 2 daughters, Jennifer, 22, and Melissa, 20

Hobbies

Chess, Coin Collecting

Community Involvement

Smithtown Advisory Group - mentoring high school students for the business olympics and business classes