Our Team

James began his career as an associate and paraplanner in New York City, where he adopted a holistic view to financial planning. He continued to hone his skills with a firm in Westchester as a portfolio manager and lead planner.  

Since founding Mountain Pass Planning, James has aimed to develop a client-first approach to create a more equitable client-advisor relationship. He also works to provide consulting services to other advisors in the New York area by helping them build their planning platforms and enhance their investment management programs.

James grew up in the town of Hopewell Junction where he continues to raise his family with his wife, Christine, and their four children. In his spare time, you can find him experimenting in the kitchen, reading about classic cars, caring for his beloved fig trees, or (unfortunately) cheering for the Mets.