Meet James
As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ professional, James provides individualized advice to clients for their investment, retirement and insurance needs. Whether you work in a k-12 school system, a college, a nonprofit, a business or are an individual investor, James can guide the vital task of formulating your financial goals and creating a long-term plan. Retirement preparation goes beyond financial security and includes a healthy mindset and lifestyle approach.
James is a graduate of Texas Tech University with a master’s degree in personal financial planning. He also has an MA in religious education and has served as a pastor for more than 25 years.
James and his wife, Katrina, have lived in the Texas panhandle area since 2014. They’ve been married for 35 years and have three adult children. In his spare time, he enjoys outdoor activities including motorcycling and golf. He is passionate about serving his church and educating others on financial topics.