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 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 Hunters & Anglers Association and enjoys hunting, fishing, reading and spending time with his family, especially his grandchildren.

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 of experience in managing teams. Linda enjoys reading and spending time with her family and friends.

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 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 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 it's inception in 1989. She enjoys spending time with her family and grandchildren.