About Me

With over a decade of experience in investment management and financial planning, Jim (JB) has made it his mission to empower individuals, families, and businesses to pursue their financial aspirations. Specializing in investment management, retirement planning, and estate planning, Jim crafts personalized strategies that not only build wealth but preserves it for generations to come.

Jim has an unwavering commitment to delivering exceptional service, fostering client satisfaction, and maintaining the highest standards of professional integrity.

Known for his concierge-level service, Jim believes financial planning should be as seamless as it is transformative. He takes the time to understand each client’s unique circumstances, creating tailored equity and fixed-income models that align with their individual risk tolerance and long-term objectives. With his meticulous approach and forward-thinking strategies, Jim transforms market complexities into confidence in your investments.

Whether you’re planning for retirement, funding your child’s education, or building a lasting legacy, Jim is your experienced partner at every stage of your financial journey. His expertise, clarity, and dedication provide the confidence that comes with knowing you’re on the right path.

Jim holds an Executive MBA from the University of Texas Arlington and proudly carries credentials as an APMA® (Accredited Portfolio Management Advisor), CRPC® (Chartered Retirement Planning Counselor), and RFC® (Registered Financial Consultant). His qualifications also include Series 7, 63 and 65 licenses, along with a Texas General Lines Insurance license.

Beyond his professional endeavors, Jim thrives on connecting with others. Whether he is entertaining family and friends, perfecting his ballroom dance moves, or volunteering at his church, Jim embodies the values of service, joy, and community.

Let’s chart a course for your financial future together.