JAMES N. BALL & COMPANY - Key Persons
Brian began his journey with James N. Ball & Company as an intern in 1998 while studying finance at Bryant University, joining the team full-time in 2003 after graduating with his BS in finance. Brian earned his CFP® professional certification in 2007 and has since developed his own book of business, which he will be servicing in our newest branch in Northborough, Massachusetts. Through his affection for the world of financial planning and insurance, he strives to help improve his clients' current situations and prepare their families for the future.
Brian Ganger is proud to have been recognized as a President's Club advisor for 2021-a distinction based on annual production that places him among the top 13 percent of advisors affiliated with Commonwealth Financial Network.
Job Titles:
- Financial Advisor
- James N. Ball & Company in 2009 As a Financial Assistant
Brooke joined James N. Ball & Company in 2009 as a financial assistant and has since grown her role into a financial advisor. She has studied and worked in many different fields, such as hospitality, accounting, IT, customer service, and financial transaction processing. She works alongside Jim as co-advisor on a subset of our client base, managing their needs and leading them through the wealth management process.
Carol joined the team at James N. Ball & Company in October 2021 as an office assistant in the Northborough office. Prior to coming on board, she worked for more than six years as an administrative assistant at Northeast Planning Associates, Inc., serving the needs of all clients.
When Carol is not working, she enjoys spending time with her family and friends. She also enjoys the outdoors, cooking, and traveling.
Job Titles:
- Senior Client Services Specialist
Jen joined the team at James N. Ball & Company in 2011 as a client services specialist. Having worked in the financial industry since graduating with a BS from Worcester State College in 2004, Jen has a genuine service-oriented approach to meeting clients' needs. She corresponds directly with clients, executing administrative action items and guiding them through the wealth management process. Designations and Registrations FINRA Series 7 securities registration Massachusetts notary public When Jen isn't at work, she enjoys spending time with her family and friends, running, and vacationing in Maine and Cape Cod.
Justin joined the team at James N. Ball & Company in April 2022 as a registered staff member in the Northborough office. Following his graduation from Hofstra University, he worked for more than five years at Empower Retirement, most recently as a retirement advisor managing a book of business.
Job Titles:
- Client Services Specialist
Kelly joined the team at James N. Ball & Company in February 2022 as an administrative assistant. Kelly has a passion for helping people and had previously worked as the director of member services at a local country club. She is eager to grow and expand her knowledge in the financial industry to help meet the needs of all clients.
When Kelly isn't at work, she enjoys spending time with her husband, Nick. She also loves sports, traveling, and drinking coffee.
Job Titles:
- Executive Vice President
- Partner
Kristine is the team's most tenured staff member aside from Jim himself, having joined Jim's practice as his sole financial assistant back in 1999. She has a bachelor's degree in accounting from Bryant University and a master's in finance from Bentley University. Kristine has successfully completed the College for Financial Planning's CERTIFIED FINANCIAL PLANNER™ professional certification education program. Her value within the team is wide-ranging, from her long-standing relationships with existing clients to her in-depth experience in the worlds of compliance, operations, and estate planning. Perhaps most important might be her meticulous work ethic and willingness to go above and beyond for anyone with whom she comes in contact.
Megan joined the team at James N. Ball & Company in September 2017 as an administrative assistant and has since expanded her position to include all levels of client support and business management. Having worked in the financial industry since 2014, Megan brings with her an acute level of technical knowledge, as well as a strong work ethic fueled by the joy that helping others provides. She works directly with clients to effectively manage their needs and guide them through the wealth management process.
Mike is a 1992 graduate of the electrical engineering school at the University of Vermont. He has more than 30 years in the financial planning and insurance industry, having begun his financial planning career with Jim Ball in 1997, when they spent several years together. He then had the opportunity to run an investment program in partnership with a local credit union, which he did for more than 20 years. He happily rejoins Jim as part of the James N. Ball & Co. team and looks forward to helping individuals achieve and maintain their financial independence and security. Designations and Registrations FINRA Series 7 and 66 securities registrations Certified Private Wealth Advisor® (CPWA®) Life, Long-Term Care, and Disability agent He is a member of the Investments and Wealth Institute. His passions include spending time with his children, Connor and Rachel, as well as enjoying a round of golf. He has been a competitive driver and instructor for high-performance driver's education events for more than 30 years.
Job Titles:
- Financial Advisor
- James N. Ball & Company in 2008 As a Co - Advisor
Peter joined James N. Ball & Company in 2008 as a co-advisor. His comprehensive experience as a psychotherapist and small business consultant has translated very well into the financial planning world, providing value to his clients through deep analytical and forward-thinking advice.
Sarah joined the team at James N. Ball & Company in August of 2022 as an administrative assistant. Sarah enjoys developing relationships and working with clients to ensure they have everything they need. Before joining the financial industry in 2017, she worked as a hairdresser for 13 years.
When Sarah isn't at work, she enjoys spending time with her husband and three kids.
Tracy joined the team at James N. Ball & Company in January 2015 as a client services specialist. Having worked in the financial industry since graduating with a BS from Worcester State in 1993, Tracy brings with her many years of experience with companies such as Putnam Investments, Fidelity Investments, and Ameriprise Financial.
When Tracy isn't working, she loves to spend time with her mom and twin sons, Nathan and James. Tracy is an avid Pats fan and loves watching the games with her dog, Chloe.