For James, trust is the foundation of a successful investment relationship, and he works tirelessly to build that trust; to make client goals a reality.

As a Chartered Retirement Planning Counselor (CRPC), James takes a client-centered approach to retirement planning to craft a cohesive ‘road map’ for every stage of the retirement journey. His expansive skillset allows him to aid clients in identifying and meeting financial goals, unlocking sources of retirement income, navigating personal savings and employer retirement plans, tax planning, asset management, estate planning, and much more.

James leads the Authentikos Planning Department while also contributing to business development initiatives. His unique background, training, and experience allow him to aid fellow Advisors in meeting clients where they are and finding solutions that work along each step of their retirement journey. All this combined gives James a Swiss Army knife-like quality. However, it is the pairing of his sharp, logical mind with the deep care and regard he shows to each client that makes him a central piece of the Authentikos team.  In his spare time, James enjoys his family and home in New Braunfels as well as his many wood-working projects.