Jim has worked all 25 years of his career in the investment and financial services industry. His Investment services career began in New York City working for JP Morgan Chase and has been focused on personal financial management ever since. Jim focuses on retirement planning by creating detailed, diversified investment portfolios with client's risk level always considered.
Jim graduated with BBAs in Marketing & International Business from Baylor University. He has a Series 7, Series 66 and Group 1 licenses.
Jim strengths include developing customized portfolios for your families and incorporating money management strategies around spending and saving.
Area of Expertise:
- Jim has focused specifically on working with families on their financial planning for the last ten years. He strives to simplify complex investments strategies into simple stories that his clients can identify with.
- Prior to joining SilverOak Financial Group Jim had ten years of experience working for several top tier Mutual Fund/ETF firms.
Certifications & Licenses Held:
Lifetime Series 7, Series 66, and Group 1
- Jim has taught Sunday School at his church for 9 years and recently spent time working with young families on getting off on the right start financially.
- Jim is a wicked movie expert and will gladly use a reference from 80's or 90's movies to drive home a point. He also enjoys working out and running and has completed 26 half marathons to date. Jim lives in Katy with his two children.