As a Financial Planner at Affinity BST Advisors, James is incredibly passionate about helping his clients secure their financial futures. He is proficient at establishing diverse portfolios that are tailored to individual goals and needs. In his role, James is responsible for preparing financial planning analysis and implementing client strategies, in addition to assisting with tax projects and tax return preparation and review. He excels at emphasizing proper asset allocations when helping clients develop investment strategies. James is grateful for every opportunity where he can serve as a trusted source in simplifying complex financial situations for his clients.
Prior to joining Affinity BST Advisors, James was an Associate at Goldman Sachs AYCO Personal Financial Management and a Financial Planner at Custom Wealth Management in Syracuse. James graduated from Ithaca College with a bachelor’s degree in Finance and a minor in Economics and was a two-time, all-state wide receiver for his high school football team. He is a licensed Life, Accident, and Health agent (2015) and is Series 7 (2016) and Series 63 (2017) certified.
When James is not at work, you can find him on the golf course, watching sports, or going to concerts. One day, James hopes to cross off visiting Italy from his bucket list, where he can treat himself to a cannoli.
"Nothing is more gratifying than watching my clients exceed their financial goals.”