B.A., Sociology, The University of Texas at Austin

Professional Involvement


Financial Planning Association (FPA)

Community Involvement

Foundational Communities

Jim enjoys the challenges of financial planning and is passionate about finding the best solutions for his clients.

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.

Get to Know Jim

What was your favorite TV show growing up?

The Twilight Zone. I liked scary shows and movies.

What chore do you despise doing?

Cleaning bathrooms – does this need an explanation?!

What is your favorite quote or saying?

“Make everything as simple as possible, but not simpler.” ~ Albert Einstein

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