Meet James
James is a Sr. Financial Planner based in Dallas, Texas. He joined Mercer Advisors after serving as a housing counselor with INDESOVI de Puerto Rico and previously owning Objective Planning, LLC, where he worked as a financial advisor for nine years. James is motivated by helping people make informed financial decisions that improve stability and long‑term well‑being, particularly in situations where thoughtful guidance can be life‑changing. He holds a Bachelor of Arts from Colby College, a Master of Library Science from the University of North Texas, and a Master of Public Administration from the Evans School at the University of Washington. He is also a CERTIFIED FINANCIAL PLANNER® professional.
His working style
James focuses on understanding clients’ complete financial picture, before developing plans that reflect time preferences, budgeting realities, personal values, and thoughtful problem solving.
James in real life
Favorite thing about where you live?
My favorite things about Dallas are its art and music venues, strong library system, and convenient public transportation.
How do you give back?
Giving back has always been important to me, especially work that supports low‑income and underserved communities. I’ve volunteered with homeless shelters, community cleanups, and housing counseling programs, and I’m currently seeking ways to continue that commitment in Dallas.
Any words you try to live by?
Respect. That translates to respect for my community, my connections, my profession, and the planet as a whole. Each deserves my attention and care.
Meet James’s Teammates
Connor Thomas
Wealth Advisor
What James Says
Connor and I work closely to help ensure financial plans are both thoughtful and actionable. By combining clear client communication with behind-the-scenes planning support, we help clients understand their options and make confident, well‑informed decisions.
Robert Cox
Sr. Wealth Advisor
What James Says
Rob brings a direct, client‑focused approach that pairs well with detailed planning analysis. We collaborate to translate complex financial considerations into clear strategies that help support long‑term client goals.
Kalita Blessing
Partner
What James Says
Kalita and I work together with a strong focus on accuracy and follow‑through. Her attention to detail, combined with comprehensive planning support, helps ensure clients receive consistent, well‑coordinated guidance.
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