A graduate of the University of Texas at Austin with a Bachelor of Arts degree in Mathematics and Oklahoma City University with a Master of Business Administration degree, Jim holds Series 7 and 66 securities licenses plus state life and health insurance licenses.
Understanding that the single most powerful contributor to financial well-being is behavior, Jim works closely with his clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Jim is ready to assist clients as they pursue their goals through a lifetime financial journey.
A member of the Texas Longhorn Ex-Student Association, Jim enjoys moving, golf, pick-up basketball games and spending time with his wife and children.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
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