Jim has an extensive professional background including more than twenty (20) years of mid and senior level management experience with several Fortune 500 companies. Following his tenure there, he was a small business owner of a Dallas based firm engaged in full service marketing activities nationwide. More recently, Jim has served in the independent financial services and investment advisory industry where he has been assisting individuals, families and small business owners for more than twenty (20) years.
Jim's main focus are in, retirement, investment, tax and estate planning issues with a primary focus on pre and post retirement planning and currently holds numerous securities and insurance registrations in seven (7) states. Jim attended the University of Houston, is a proud military veteran and a former chairman of the board of deacons of Royal Lane Baptist Church.