James joined the Main Street Financial Team in May of 2022. Prior to Main Street, James spent 11 years as an Independent Financial Advisor with Wells Fargo Advisors in Hauppauge. After 21 years of service with the New York City Fire Department, James retired as a Battalion Chief. He has been focused on servicing his client’s full time since then. James graduated from Hofstra University with a Bachelor of Business Administration in Accounting in 1992. While working with the FDNY, he started his own Tax Preparation business and eventually transitioned to Financial Advising. James is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals, and risk tolerance. His mission is to provide every client with targeted, comprehensive financial advice – delivered with the highest level of personal service and professional integrity.
Away from the office, James also enjoys golf and fishing. James and his wife, Deanne, live in Smithtown with their three children.