An Austin native, James is committed to developing and executing financial strategies that enable his clients to reduce debt, optimize cash flow and maintain fiscal responsibility. Prior to joining Legacy One, James worked in the oil and gas industry, specializing in data acquisition and analysis.
James received his Bachelor of Science in Geology from Texas A&M University, and holds FINRA 7 and 66 registrations. In his free time, James enjoys running, rock-climbing, reading, and playing chess. He is an active volunteer through his church, and is currently working toward a Th.M degree through Dallas Theological Seminary.