James is a native Houstonian who believes that leadership begins with service. He remains actively involved in the Houston Food Bank and The Woodlands Church, where he dedicates time to supporting families and strengthening the local community. Outside of the office, James prioritizes health and balance. He enjoys staying active in the gym, spending time outdoors, and being active with his dogs. He believes that consistency and discipline in personal life translate directly into professional excellence.
James earned his Bachelor of Business Administration in Finance from Baylor University and his MBA with an emphasis in Finance from University of Texas at Dallas. With a strong foundation in financial markets and long-term planning, he is passionate about helping families build, preserve, and transfer wealth with clarity and confidence.
Licenses held through LPL Financial
Series 7 General Securities Registered Representative
Series 66 NASAA Uniform Combined State Law