Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jody James
LPL Financial Advisor
(207) 319-1479
Jody James has over ten years’ experience in his Business, Estate & Generational Planning Strategies Practice. Jody and the James Financial Group team work with family-held and nonprofit businesses in the...
Our Strategic Partners: Bay Financial Associates
John S. Kerr, CLU, ChFC
When clients need advice about their financial situation, John draws on more than 30 years of practical experience. He also works to put himself in his clients' shoes "I try very hard to explain things in understandable terms and to...
John J. McCarthy, III, CLU, CFP®
As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm's investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic...
Joseph Donovan JD, LL.M
He has spent his career implementing wealth transfer, charitable and business succession planning strategies for high net worth and ultra-high net worth families. Joe is a graduate of Boston College, received his JD from Case Western...
Susan P. McGuire
Chief Compliance Officer
Susan oversees the account servicing, compliance and investment operations, and serves as one of the firm's LPL Registered Principals. Prior to joining Bay Financial, Susan was with LPL Financial for eleven years, nine as a Compliance...
Thomas P. Loonie, CPA, MSFP
He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon graduation in 1995 he went to work for the Commercial Audit Division of Arthur Andersen, specializing in audits of mutual funds and...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.