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About Me
James joined Plancorp in 2026 as a Financial Planner, bringing a unique and nontraditional background to the role. Originally from Iowa, he earned bachelor’s degrees in aerospace engineering and mathematics and began his career as a mechanical engineer. After spending time living in France—where he worked in childcare and studied French—James made a purposeful pivot into financial planning, driven by a desire to apply his analytical skills in a more personal, client-focused way.
Drawn to Plancorp’s holistic and long-term approach to financial planning, James is passionate about helping clients make thoughtful, informed decisions across all aspects of their financial lives. He enjoys breaking down complex problems and using a structured, engineering-minded approach to develop clear, practical strategies. Committed to continuous learning, James strives to build meaningful relationships and guide clients toward financial independence with confidence and clarity.
Outside of work, James is an avid Lindy Hop dancer and enjoys expressing his creativity through music. He plays guitar, sings, and has recently started learning piano.
Drawn to Plancorp’s holistic and long-term approach to financial planning, James is passionate about helping clients make thoughtful, informed decisions across all aspects of their financial lives. He enjoys breaking down complex problems and using a structured, engineering-minded approach to develop clear, practical strategies. Committed to continuous learning, James strives to build meaningful relationships and guide clients toward financial independence with confidence and clarity.
Outside of work, James is an avid Lindy Hop dancer and enjoys expressing his creativity through music. He plays guitar, sings, and has recently started learning piano.
Education
- B.S. Aerospace Engineering, B.A. Mathematics from Iowa State University
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