James is a fiduciary and trusted advisor who provides comprehensive financial planning and investment guidance to individuals and businesses. He works closely with successful business owners, helping them navigate both their personal finances and broader business strategies. By taking the time to deeply understand each client’s goals, James delivers personalized, holistic solutions—often collaborating with estate planning attorneys and accountants to ensure every aspect of a client’s financial life is aligned.
James also specializes in family office services for high-net-worth individuals and families. His expertise includes investment due diligence and advising on complex, multi-asset-class opportunities across domestic and international markets. With extensive experience evaluating private equity and real estate investments, he helps clients make informed, strategic decisions about their wealth.
Born and raised in Austin, James earned a Bachelor of Science in Geology from Texas A&M University. Outside of his work with clients, he enjoys spending time with his wife and son, rock climbing, running, playing chess, reading, and actively serving his community through The Austin Stone and other local nonprofits.