My Background

James "Jim" McNamara, President and CEO

Jim began his insurance career as an agent with New York Life in 1987, and has been a consistent top producer with New York Life and in the industry. 

He works in the areas of Business and Personal Insurance planning, specializing in the following:

  • Business Agreement Funding
  • Executive Compensation
  • Wealth Transfer
  • Estate Planning 
  • Disability Income Protection
  • Long Term Care
  • Employee Group Benefit Plans
  • Individual/Family Health Insurance



  • Keep an Eye Out for IRS-Related Scams

    Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

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