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James provides support to the financial advisors on the team by running client reports and retirement simulations using eMoney software, investment research on mutual fund companies and their products, and specialized ad hoc reports using his expertise with Microsoft Excel – and more!
James takes pride in his proactive and prompt work ethic. He strives to serve clients by providing service that is above and beyond what is expected of him. Nobody in the office is surprised or shocked when James creates an automated Excel spreadsheet to run estimates for clients in real time; he has a knack for creating time-saving tools to the benefit of the office.
Outside of work, James enjoys cycling, golf, video games, playing poker and spending time with his family.
James graduated summa cum laude from Quinnipiac University with a finance degree. Before joining the team, he worked as a paralegal for a small law firm. James holds both Series 7 and Series 66 FINRA registrations.
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James Lagace is a non-producing registered representative of Cetera Advisor Networks LLC.