B.A., Sociology, The University of Texas at Austin
Financial Planning Association (FPA)
His financial expertise spans a broad spectrum from insurance analysis and retirement planning to cash flow/budgeting and custom spreadsheet design. In addition to his planning responsibilities, Jim serves as the firm’s technical expert concerning technology infrastructure and support.
He has been in the financial services industry for over 20 years and with Austin Asset since 2002.
Jim volunteers with Foundation Communities, preparing tax returns for low-income families. During his spare time, he enjoys reading, travel, and spending time with family and friends.
The Twilight Zone. I liked scary shows and movies.
Cleaning bathrooms – does this need an explanation?!
“Make everything as simple as possible, but not simpler.” ~ Albert Einstein