James joined the family firm in 2011 full-time and is licensed in 10 states for securities, life, and health. He holds Series 7 with LPL Financial and his Series 66 registrations with LPL Financial and Northstar Wealth Partners. He also specializes in tax planning, business retirement plans, IRA conversions and income strategies in retirement.
Prior to joining Warner Group, James has been a successful entrepreneur in Connecticut for more than two decades. His most notable startup was Shore Publishing Newspapers, which he co-founded in high school and expanded into the second largest newspaper group in Connecticut. Acting as Publisher and Chief Financial Officer, he sold the newspaper group to the New London Day in 2008.