Jim has been in the financial services industry for more than three decades. He is passionate about helping clients pursue their financial goals. He began his career as a financial advisor in Austin, Texas, where he built a successful practice before transitioning into leadership and distribution roles within the financial services industry.
He later joined GE Capital, where he served in several positions focused on business development, key account management, and the distribution of insurance and securities products.
Jim continued his career with MetLife Investors, helping expand the firm’s product offerings beyond its captive agency network and into the broader brokerage community. In addition to serving as Regional Vice President, he also took on leadership responsibilities as a Team Leader and trainer for new wholesalers.
Throughout his career, Jim has held key account management and product distribution roles with firms including Transamerica, Icon Advisers, and Symetra.
In addition to holding securities licenses through LPL Financial, and insurance licenses, Jim earned an MBA in Financial Planning from the University of Dallas. He also holds the CRPC® (Chartered Retirement Planning Counselor®) designation from the College for Financial Planning.