Mary Lou James, CFP®

Mary Lou James, CFP®

With more than four decades of experience in the financial services industry, Mary Lou “Lou” James has built her career around a simple yet powerful belief: education and action empower people to make better financial decisions. She is passionate about helping individuals and families gain the knowledge and confidence needed to make informed choices that support their long-term goals.

Lou’s approach is grounded in the science of investing, integrating academic research, behavioral finance, and decades of practical experience to guide clients toward sound financial decisions. Her focus is on helping people navigate uncertainty with greater clarity and confidence.

Her commitment to service is deeply rooted in her upbringing as the daughter of two World War II veterans. Their example instilled in her a profound respect for those who serve and a lifelong dedication to giving back. In honor of that legacy, Lou and her team launched a veterans-focused financial education initiative. Through both virtual and in-person programs, they equip veterans, military families, and their communities with the education and resources needed to build financial confidence and security.