James is a Senior Associate Planner with Sentinel Benefits & Financial Group. James is focused on providing guidance to retirement plan participants and helping his private clients address the two fundamental questions that every investor has: 'Will I make it?’ and ‘Do I have any financial blind spots?'
In answering the first question, 'Will I make it?', James has found the majority of people he speaks with haven't even defined 'it’! His work starts by helping clients define everything they are trying to accomplish financially, with a high degree of specificity. Next, he takes a look at the client’s full financial picture to determine if these financial goals align with the client’s current financial situation, and designs a detailed plan to help get them to stay on track.
Moving on to question 2: 'Do I have any financial blind spots?', James takes a 360 degree look at a person’s financial situation to determine if there is anything that may have been overlooked that might do that person, their family or their business harm. If he uncovers any issues in that discovery phase, he introduces concepts and products designed to mitigate that risk.
Prior to Sentinel, James worked at OppenheimerFunds, consulting with the largest wealth management firms in New York City. His expertise there was in retirement solutions, practice management, and niche investment classes (emerging markets, MLPs, high yield municipal debt, and smart beta). Prior to joining OppenheimerFunds, James worked as an Investment Consultant at Sentinel Benefits & Financial Group, leading a team working with retirement plan trustees on investment menus, employee education, plan design & effectiveness, and financial planning. He also served on Sentinel’s Investment Committee, building investment strategies and financial plans for private clients.