James started his career in 1971, working with a Victoria, TX based regional CPA firm. This association allowed him the opportunity
to work with a significant number of high income, high net worth business and professional entrepreneurs and become familiar with
their concerns and opportunities. In 1974, after obtaining his CPA designation, James left public accounting and established his own
financial services firm in Victoria so that he could help clients “look ahead” rather than having to concentrate on the preparation of
last year’s tax return or financial statement. Over the years, “looking ahead” has involved working with clients to help them develop
“legacy plans” for their families that should benefit the principals and their heirs for generations. James has been assisting
his clients with their retirement, investment and insurance plans to help implement the strategies developed in their legacy planning.
This has involved working in close coordination with some well respected legal and tax practitioners in the state of Texas. View my background on FINRA's BrokerCheck.
Education
Certified Public Accountant – Although James does not practice public accounting, he does fulfill the annual continuing education requirements in
the areas of estate and investment planning so as to remain aware of current planning strategies and financial trends.
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Bachelor of Business Administration – Texas A&M University – James graduated with High Honors in 1971 with a major in accounting.
Palacios High School graduate, Palacios, TX – 1967
Professional and Personal Information
Past President: Victoria Area Estate Planning Council
Past President: Gulf Coast Association of Insurance & Financial Advisors
Member: Texas A&M Foundation Planned Giving Council
Member: Parkway Church, Victoria
James is married, has 3 children and 6 grandchildren. He has enjoyed saltwater fishing, deer, hog and game bird hunting with his children and
grandchildren. He is a scuba diver and he and his wife, Barb, who is also a scuba diver, enjoy occasional trips to the Caribbean to dive.
