Proud to serve our clients for over 30 years!  

James Jackson, AIF®, CFP®, CIMA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

207-756-6116
Email |
207-871-1778

Jim is a First Vice President and Financial Advisor 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 net worth individuals. He has his CERTIFIED FINANCIAL PLANNER™ certification, and Accredited Investment Fiduciary® designation. Jim’s current areas of professional service include individual portfolio management, personal wealth planning, estate planning and retirement plan design consulting. Jim currently serves on the RBC Wealth Management Retirement Plan Consulting Advisory Board and has also served on the RBC Wealth Management Investment Advisory Council.

Jim’s current community involvement is focused on youth sports where he has been active coaching youth soccer, hockey and basketball. Other activities have included The Pine Tree Council — Boy Scouts of America as Treasurer, Endowment Committee Member, Executive Committee Member and Board Member, The 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. He lives in Yarmouth, Maine with his wife Julie and their 3 sons. His interests include playing hockey, biking, kayaking, golf and snowboarding-skiing.

Jackson Cousins

Associate Vice President - Financial Advisor

207-772-4956
Email |
207-871-1778

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

207-756-6138

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

Senior Financial Associate

207-756-6102
Email |
207-871-1778

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, and is involved with many animal organizations.

Susan Stinson

Senior Registered Client Associate

207-756-6134
207-871-1778

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

207-756-6129
207-871-1778

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.

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