Jim has been working with individuals and business owners since 1982. His goal
is to help ensure the financial security of his client base through estate creation
and preservation, and to provide creative solutions to otherwise complex
concerns.
Specializing in investments, insurance and investment analysis, retirement,
employee and group benefits and estate and tax planning strategies, Jim is an
advisor representative of Securities America, one of the country’s leading
independent broker/dealers.
Jim is active in various civic and church organizations throughout the Dallas/Ft.
Worth area. He and his wife have two children.