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McKenzie Robinson | SBJ

2021 Trusted Advisers Up-and-Comer: Abigail James-O'Quinn

James Financial Partners LLC

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As a financial planner for James Financial Partners LLC, Abigail James-O’Quinn aims to keep her clients on track with their financial checkpoints. But she also wants to make her clients’ day-to-day lives more manageable.

“Our firm takes a very relational approach to the process where we want our clients to feel at ease and unstressed,” she says.

New clients seek out financial planning services to prepare for their future. James-O’Quinn sees part of her role as connecting clients with other community professionals to help them get ready for what’s to come.

When clients come to her to set up retirement strategies and insurance plans, she also will introduce them to estate planning attorneys, certified public accountants and business or personal bankers.

“Not only do I want clients to feel comfortable in the aspects of their lives that I can directly impact, but I also want to be their trusted adviser in building those outside connections regarding their other financial and nonfinancial affairs,” she says.

James-O’Quinn notes financial savings is a large part of the advice she offers.

“A large portion of my wealth management practice is focused on individual households and how they can save for future expenditures – ranging from business acquisitions to retirement funding,” James-O’Quinn says. “Even though I take a more personal approach instead of pursuing businesses directly, many of my clients are business owners themselves.”

She knows that entrepreneurial people are naturally drawn to one another.

“I believe this is why our family-owned firm has attracted the business of so many fellow entrepreneurs,” says James-O’Quinn, who has worked at James Financial Partners, a company started by her brother, Tyler James, for almost four years. “I have impacted a couple of these in particular by managing their home budget as well as their small-business retirement plan so that the business owner can return to more income-producing activities within their company.”

James-O’Quinn likes to give back to the community through her volunteerism with the Ozarks Literacy Council board. While financial literacy may be her professional mission, helping children and adults become literate readers and writers is her passion.

“I have always been an avid reader and was touched by their mission to bring more students up to grade level and more adults into the workforce by impacting one thing – literacy through both reading and writing,” she says. “Tutoring a child in reading and writing will impact their future immensely, as well as their parents, their siblings and eventually their own children.”

As a mother of three, James-O’Quinn notes that the COVID-19 pandemic has driven home for her the fact that the future is never certain.

“I aspire to live as a constant role model in personal and professional life,” she says. “At home, to my infant and two toddlers, I’m obviously educating on a simple level of manners and expected behaviors, but this also bleeds over into my professional life of patient education in the financial realm.”

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