James joins Krilogy as a Paraplanner, working with both Patrick O’Brien and Patrick Monahan’s growing practices. Krilogy’s values and firm culture are what drew him to the team. James began his career as an analyst at an algorithmic trading firm in Kansas City, and transitioned into the wealth management industry working two years at Moneta Group. With a long-term goal of advising his own clients, James wanted to join a firm with integrity and dedication to client service.
He completed his BS in Engineering at the University of Illinois and was a student athlete as part of the men’s rowing program. He also holds a MS in Finance from the University of Missouri Kansas City. James credits his initial interest in finance to his grandfather, and has discovered a specific interest in helping clients achieve their goals through detailed financial planning and investment management.
James grew up in St. Louis and lives in St. Charles with his wife, Natalie, and two children. In his free time, he enjoys spending time with his family, playing sports and working on home improvement projects.