Proud to serve our clients for over 30 years!  

James Jackson, AIF®, CFP®, CIMA®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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Jim Jackson is a Managing Director with RBC Wealth Management. Prior to joining Tucker Anthony in 1998 Jim was a senior tax manager at Baker Newman & Noyes, L.L.C. (formerly KPMG Peat Marwick and Ernst & Young). As a tax professional Jim spent fifteen years providing services to medical professionals, closely held businesses and high wealth individuals. He has his CERTIFIED FINANCIAL PLANNER certification, CERTIFIED INVESTMENT MANAGEMENT ANALYST certification and an ACCREDITED INVESTMENT FIDUCIARY designation. Jim’s current areas of professional service include investment portfolio management, personal financial planning, estate planning services and business retirement plan design consulting. Jim currently serves on the RBC Wealth Management Insurance Advisory Council and has in the past served on the RBC Wealth Management Retirement Plan Consulting Advisory Council and the RBC Wealth Management Investment Advisory Group Advisory Council.

Jim’s current community involvement is focused on environment study abroad education where he serves as a Trustee and Finance Committee Chair for the School for Field Studies. In the past Jim has also been highly involved in youth sports volunteering as a youth coach, booster officer and referee with youth soccer, hockey and basketball. Other community involvement has included Pine Tree Council – Boys Scouts of America as Past Treasurer, Endowment Committee Member, Executive Committee Member and Board Member, American Heart Association – Portland Division as a Past President, Common Good Ventures as a Past Board Member, First Universalist Church as a Past Treasurer, Endowment Committee Member and Board Member.

Jim received his Bachelor of Arts degree in psychology and his MBA from MIU in Fairfield, Iowa. Jim lives in Yarmouth, Maine with his wife Julie and has 3 adult sons. His personal interests include playing tennis, biking, sailing, paddle boarding, golf and snowboarding.

Jackson Cousins

Senior Vice President - Branch Director

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As an advisor with RBC Wealth Management and member of the Johnson McKee Jackson & Associates group, Jackson thrives on providing unmatched services and resources for his clients.  He understands transparency and communication is invaluable when it comes to earning and maintaining trust, and truly emphasizes a holistic approach to wealth management.  His clients include individuals, families, non-profit organizations, trusts and estates, and he also works on retirement plans. Jackson currently holds his Series 7 and 66 FINRA registrations and is enrolled in the CERTIFIED FINANCIAL PLANNER professional (CFP®) program through Boston University. 

Jackson received his Bachelor of Arts degree in economics from the University of Vermont.  He has a lifelong passion for golf and plays when time permits.  He is also a United States Tennis Association (USTA) member and competes in both state and regional tournaments.

Jackson resides in Portland, Maine. When not in the office, he is involved with several organizations in the Greater Portland area.  He is a regular volunteer at the Preble Street Resource Center, a committee member on the Boys and Girls Club of Southern Maine's annual fundraiser "Kids and Claws" and coaches 6th grade basketball through the South Portland Community Recreation Center.

Benjamin Sicoli

Financial Advisor

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Benjamin is focused on providing a superior client experience and is committed to helping clients achieve their financial goals. As a member of the Johnson McKee Jackson & Associates group he implements a comprehensive client-first approach to wealth management and is dedicated to maintaining and fostering relationships built on integrity and trust. Benjamin currently holds his Series 7 and 66 FINRA registrations. Prior to joining Johnson McKee Jackson & Associates, he held several positions with General Mills in Minneapolis, Minnesota, Portland, Maine, and Indianapolis, Indiana.

Benjamin received his Bachelor of Science in Business from the University of Minnesota where he studied Marketing, Finance, and Public Health. He enjoys staying active in the community and is a regular volunteer at Preble Street Resource Center.

Benjamin and his wife Crisoula live in Portland, Maine. When time permits, he enjoys spending time on the water, reading, and staying active.

M. Carole Sunday, CPFA

Vice President - Senior Financial Associate

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Carole Sunday joined RBC Wealth Management in April 2007. Prior to joining Johnson McKee Jackson & Associates, Carole was a Registered Client Associate at Merrill Lynch. She started her career in the financial industry in January 1999 at Morgan Stanley as a Financial Advisor. Carole works with many different clients throughout their life stages. Her goal is to guide people on the road to financial independence so they can focus more on the things that give their lives meaning & purpose.

Carole has passed the series 7 & 66 FINRA exams and holds her Life/Health/Variable Contract license. She also completed the Financial Planning Education program at Kaplan University in 2014. She received her Bachelor of Arts degree from Messiah College and also attended Temple University.

Carole and her husband, Nate, reside in Casco Maine with their dogs and cats. Both Carole & Nate love animals and are passionate about their well-being. Carole is a member of the Maine Women’s Network (Portland Chapter); a member of the Investment Committee for the Carroll County YMCA / Camp Huckins in Freedom NH, a member of the Greater Bridgton Lake Region Chamber of Commerce, and is involved with many animal organizations.

Susan Stinson

Senior Registered Client Associate


Susan Stinson joined RBC Wealth Management in 1998 and Johnson Mckee Jackson & Associates in 2016.  Susan is a graduate of the University of Maine Orono with a Bachelor of Arts degree in English Literature.  She currently holds her Series 7 and 63 licenses.

Susan lives in South Portland, Maine with her husband Steve and son Nick.  In her free time, she likes to participate in athletic events that involve fundraising for local charities and cheering on her son in his many sporting events.

Donna Orlando

Senior Client Associate


Donna Orlando joined RBC Wealth Management and Johnson McKee Jackson & Associates in June 2002. Prior to that, she was employed by the Town of Falmouth. Donna was born and raised in Portland, Maine and enjoys spending time with her family.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Wealth Strategist


Wealth Planning Consultant


Trust Consultant


Insurance Consultant


Credit Consultant

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