James C. Curran, CPA/PFS

James earned a Bachelor of Science in Accounting from Truman State University. James is a certified public accountant (CPA) and has spent his career working with high net worth clients, closely-held businesses, and real estate investors. James also has extensive experience in tax planning and compliance, working with trusts and estates, and advising personal service companies. James has handled a variety of specialized tax matters, including divorce litigation, 1031 exchanges, and IRS audits. James is also a Personal Financial Specialist (PFS) credential holder. He works with clients in the areas of retirement planning, income tax planning and preparation, estate planning, investment planning, education planning, strategic business planning and consulting, and risk management.

James is passionate about getting to know his clients and their goals, both personal and professional. He spends time with them to identify their most pressing questions and concerns. James is a trusted advisor and resource to his clients and his mission is to help simplify their personal, financial and business lives.

James grew up in St. Louis and lives in Brentwood with his wife Rachel and three daughters, Elle, Lane and Murray. Outside the office he enjoys coaching his daughters’ soccer teams, golfing, swimming and getting outside to hike, run or bike.

Memberships & Affiliations

  • Personal Financial Specialist (PFS)
  • Investment Advisor Representative
  • American Institute of Certified Public Accountants (AICPA)
  • Missouri Society of Certified Public Accountants (MOCPA)
  • Personal Financial Planning Section Member
  • Past Treasurer of The Bridge Outreach
  • Past Treasurer of Bradford Court Homeowners Association

James C. Curran, CPA/PFS, Investment Advisor Representative