Meet the Team

James McNamara is a Financial Consultant for The Capstone Planning Group.  In this role, Mr. McNamara assists the team with client development and financial planning.  He currently holds his Series 7 General Securities License, Series 66 Investment Advisor License, and insurance licenses.

Mr. McNamara chose the Financial Service industry because he enjoys building trusting relationships and values the ability to have a meaningful impact on client lives.

Mr. McNamara is a graduate of  Assumption College where he played collegiate baseball and received his Bachelor's Degree and Master's Degree in Business Administration (MBA).  He is currently a resident of Worcester, MA and is an active member of the community.  He stays involved with Team Impact, a non-profit  organization that pairs children with life-altering diagnoses with collegiate athletic teams .