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    About Us


    Our Vision

    To positively change the financial and retirement lives of the families we represent forever.

    Our Mission

    To help families create and grow wealth, protect and preserve their life savings, create a comfortable retirement income, and plan for the distribution of their estate in the most tax efficient manner.

    Our Team

    James R. Holloway, Senior Partner

    For the past 25 years James has helped clients define and achieve their financial and retirement goals and dreams. His mission is to continue to help clients create and grow wealth, protect and preserve their life savings and plan for the distribution of their estate in the most tax efficient manner.

    His goal is for Texas Financial & Retirement to serve as the financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees. 

    He has received countless civic and professional awards and is recognized as a well known financial and retirement success educator. He was most recently recognized as a Five Star Professional for providing exceptional service in his field. The recipients were featured in the August 2015 issue of Texas Monthly.

    James holds a bachelor’s degree from Stephen F. Austin State University in Huntsville and a master’s Degree from Our Lady of the Lake University in San Antonio.

    He and his wife, Scheli, live in Bullard and attend the Bullard Southern Baptist Church. He is a member of the Christian Hunter’s & Angler’s Association and enjoys hunting, fishing, reading and spending time with his family, especially his grandchildren.

    Vickie Dordan, Director of Brokerage Account Support and Fund Transferring Services

    Vickie monitors managed money/financial portfolio customer accounts and implements approved changes. She buys and sells securities in non-managed Fidelity accounts based on appropriate approvals. Vickie submits applications for annuity and Fidelity accounts and processes any client information changes or fund withdrawal requests. She monitors the money movement to the new accounts, gathers additional input as needed, and provides periodic status updates to clients. She has 23 years experience in the financial services/brokerage business. She enjoys horses and spending time with her family.

    Linda Holloway, Office Administrator

    Linda is the primary appointment scheduler. She provides appointment reminder notifications. She assists as needed with customer support in the annuity contract area as well as in the Fidelity account area. Linda also helps coordinate special events and activities for clients. She received a Bachelor of Science degree from Stephen F. Austin State University and has 35 years experience managing teams. Linda enjoys reading and spending time with her family and friends.

    Jackie Reilly, Client Services Director

    Jackie serves as the chief client greeter at the Tyler office. She is usually the person who first answers each phone call. She processes changes to annuity contracts and withdrawal requests, interacts with insurance companies to obtain current contract values and assists in the annual contract reallocation/review process. She has more than 17 years experience in banking customer service. Jackie enjoys spending time with her grandchildren and volunteers with Meals on Wheels.

    Cindy Story, Financial Advisor

    Cindy is a financial advisor registered with a Series 7, 63, 66, and State Insurance license. She has more than 25 years' experience helping clients realize their financial and retirement goals. Cindy enjoys spending time with her family and friends. 

    Scheli Holloway, Administrative Support

    Scheli is responsible for fiscal matters including payables, payroll, receivables, etc. She manages other outside activities including insurance and taxes. Scheli has been with Texas Financial and Retirement since inception in 1989. She enjoys spending time with her family and grandchildren.

    By contacting us you may be offered information regarding the purchase of insurance products.

    Complimentary Guide
    “Will You Have Enough Income in Retirement?” Discover six essential questions can help you plan for your retirement income.

  • Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Texas Insurance License #722881.