Education First. Advice You Can Trust.
Put my commitment of financial guidance and education in your corner. Wherever you want to go, I'm ready to help at every step of the journey.
Education First. Advice You Can Trust.
Put my commitment of financial guidance and education in your corner. Wherever you want to go, I'm ready to help at every step of the journey.
Education First. Advice You Can Trust.
Put my commitment of financial guidance and education in your corner. Wherever you want to go, I'm ready to help at every step of the journey.
Education First. Advice You Can Trust.
Put my commitment of financial guidance and education in your corner. Wherever you want to go, I'm ready to help at every step of the journey.
Education First. Advice You Can Trust.
Put my commitment of financial guidance and education in your corner. Wherever you want to go, I'm ready to help at every step of the journey.
Our History
Years of experience have prepared us to guide you through your life transitions.
Who I Am
With over a decade of experience, James joined LPL in 2021 and became one of the founding members of Align Wealth Group. He will work with you one-on-one to create an investment strategy that begins with a true understanding of your risk tolerance, time horizon, and goals. With his collaborative and transparent approach, he wants you always to know where you stand.
How I Can Help
In addition to working on your behalf, I’ll simplify your financial life and help provide the freedom to focus on what matters most.
Retirement
Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible professional supporting you every step of the way.
Estate
It can be difficult to think about leaving our loved ones behind. With sensitivity and care, I’ll help create an estate strategy for your family's situation.
Insurance
Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.
Ready to get started?
What Sets Me Apart
I believe great wealth management starts with great education. My passion isn’t just helping clients manage their wealth - it’s helping them understand it. When you know why you’re making financial decisions, you feel more confident, more in control, and better equipped to pursue your goals.
I take the time to meet you where you are, explain concepts clearly (no jargon, no pressure), and build a plan that fits your life. Whether you’re just starting your financial journey or refining a long-term strategy, my goal is to empower you with financial literacy and practical guidance so you can make informed decisions today and feel confidence about tomorrow.
Your goals are personal. Your financial strategy should be too.




A Bucket Plan to Go with Your Bucket List
Call Us
(732) 852-5289
Address
485E US Highway 1 South
Suite 110
Iselin, NJ 08830