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James joined Stephens in 2013 and has over 25 years of experience advising clients in all aspects of their wealth management needs. James and his two junior partners, Max Markley and Kyle Stouffer, give their clients sound guidance to help them meet both their short-term goals and long-term objectives. “As a team, our priority is to earn and maintain our clients' trust and confidence through exceptional service and professionalism,” states James.

Kerry McGauran, a registered sales assistant, supports James, Max and Kyle.