Our Story

“Good advice is priceless. Not what you want to hear but what you need to hear. Not imaginary but practical. Not based on fear, but on possibility. Not designed to make you feel better, designed to make you better.”

— Seth Godin, Author

Our firm pioneered a new approach to financial advice over three decades ago. We are a fiduciary advisor, always focused on you. At J.E. Wilson Advisors, we think the personal finance world is upside down. We concentrate on life planning first, before focusing on investments.

Partnering with you, we share responsibility for good long term results. We help manage the often difficult behavioral pieces of complicated financial lives.

Your financial life today is the sum of all your decisions, good and bad, along the way. Your future financial life will also depend upon your choices over time. We show you the science, provide tools and apply the science artfully to your circumstances. Because advice is…more than numbers.

James E. Wilson, CFP® | Founder & Chief Communicator

“I enjoy helping clients clarify their most important goals and increase their odds of success”

Named to 11 “Top Advisor” lists by Worth, Money & Medical Economics, James is a proven thought leader among fee-only financial planners. James advises, counsels and coaches successful individuals on their journey towards financial independence.

James is past President of the National Association of Personal Financial Advisors (NAPFA), the primary professional association of fee-only financial advisors. He also served as a member of the Board of Governors of the Certified Financial Planner Board of Standards, the credentialing body for the CFPⓇ professional designation.

James received his undergraduate education in economics at U.S.C. and is a Certified Financial PlannerⓇ certificant. He and his wife Cathy reside in Shandon with their cat Victor. They have two young adult children, John and Nazley (both of whom were college athletes).

When he isn’t at work, you might find James cheering on the Gamecocks or traveling to wine regions both in the United States and abroad.

Shawncee Sapp | Director of Client Services

shawncee-001Shawncee joined J. E. Wilson Advisors, LLC from the banking industry where she primarily focused on client relations and helping people achieve their financial goals. As Director of Client Services her goal is to ensure that we provide unparalleled service to our clients. She manages the daily client interactions and the detailed aspects of our relationship with clients by organizing people, projects and processes for the firm.

Shawncee graduated from the University of South Carolina with a degree in Mathematics. During her banking tenure she successfully completed South Carolina Banker’s School and served on boards including Township Auditorium Board of Trustee, Township Auditorium Foundation and Treasurer on Columbia Parks and Recreation Foundation.

She was the recipient of the 2011 Columbia Parks and Recreation Volunteer of the Year Awards.  Shawncee is a member of the Junior League of Columbia and the University of South Carolina College of Arts and Sciences Columbia Alumni Council. In addition to serving in the community, Shawncee enjoys spending time with her family, fitness and cheering on the Gamecocks. She and her husband, Claud, live in Columbia with their daughter.

Erin Reppy | Financial Planning Assistant

Erin joined J.E. Wilson Advisors with over nine years experience in the insurance and investment industry. Most recently, Erin was the compliance and quality assurance supervisor for a large third party administrator. Prior to that, Erin worked in a financial services firm helping clients and managing communications. As Financial Planning Assistant, her primary responsibilities revolve around assisting clients with action steps toward their goals, communicating with clients on routine questions and preparing planning items for client meetings.

Erin graduated with honors from Goucher College in Baltimore, MD with an undergraduate degree in Communications and Spanish. She holds her insurance license with the State of South Carolina.

Erin enjoys spending time with her husband and son. Together they spend their free time with family and friends enjoying the outdoors at the beach or lake. Erin lives in Lexington, just outside Columbia.

 

Marcia Tipton | Social Media Assistant

Marcia joined J.E. Wilson Advisors with more than 16 years experience in marketing with a recent focus on social media marketing. As Social Media Assistant, her primary focus is ensuring the consistent communication of our firm through the website, blog, and social media platforms.

Marcia graduated from the University of South Carolina with an undergraduate degree in Advertising and Marketing. When not working, Marcia is very involved with her children’s schools. She enjoys spending time with her family and friends, traveling, fitness and reading. She and her husband, Shane, live in Columbia with their 2 children.