– James McKenna, CFP®, MSBA-FTP
Five Star Wealth Manager Award Winner 2016, 2017, 2018*
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016, 2017 & 2018 Five Star Wealth Managers.