James Eason
Concierge Associate
Department: Concierge
Experience: Wealth management since 2010
Education: Master of Accountancy with an emphasis in tax from the University of Kansas
James joined the Modern Wealth team in December 2024 and is based in the Lenexa, Kansas office. He performs outreach to prospective clients to discuss firm value offering and schedules meetings with advisors. James enjoys financial planning in a fiduciary capacity.
James had 14 years of experience in the financial services industry prior to arriving at Modern Wealth. He came to Modern Wealth following a two-year stint as a financial planner with Creative Planning. Prior to his role as a financial planner, James worked as an auditor for the federal government as well as a Fortune 500 company. Additionally, James has tax experience with PricewaterhouseCoopers.
James has two children, a son, Miles, and a daughter, Nella. He enjoys biking, fishing, and playing games with them. Some of his other hobbies include longboarding, going to the gym, playing poker, and reading. A fun fact about James is that he can juggle.