James L. Cook, PE, MBA
James L. Cook is the founder and Investment Adviser Representative of Schooner Wealth Management—an endeavor he’s long dreamed of and is now proud to pursue. Launching this firm is a deeply personal milestone and the realization of a lifelong goal to help others build a more confident financial future.
He is also a licensed Professional Engineer and currently serves as an engineering manager, bringing over two decades of experience in facilities and infrastructure. James earned his MBA from Clemson University in 2003, following a Bachelor of Science in Civil Engineering in 2001. A graduate of Spring Valley High School, he grew up in the Columbia, South Carolina area and continues to live and work there today.
Outside of work, James and his wife stay busy raising their two children, balancing a full schedule of church activities, track meets, golf tournaments, and scouting activities. He enjoys playing chess, sailing on Lake Murray, and making meaningful memories through family adventures.
Why the Name Schooner?
The name Schooner Wealth Management reflects both a personal passion and a guiding investment philosophy. James is a certified sailor with over 20 years of experience on the water. Sailing has taught him the value of preparation, patience, and adaptability—skills that translate directly into financial planning and investment management.
A schooner is a type of sailboat known for its multiple sails, balance, and ability to perform well over long distances. Unlike single-masted boats, schooners are designed for flexibility and stability, allowing the captain to adjust the rigging to meet changing conditions. This makes them ideal for long-term journeys—just like a well-crafted financial plan. In the same way a sailor trims the sails to catch the wind, James works with clients to adjust their investment strategy as markets shift and goals evolve, helping them stay on course through calm seas and storms alike.
Whether you're just getting started or looking to refine your financial direction, James brings the steady hand and experience to help guide your journey forward with clarity and confidence.