Research & Financial Planning Assistant
James joined Texas Legacy Wealth Management in June 2018, is a San Antonio native and recent graduate of the Personal Financial Planning program at Texas Tech University. Prior to joining TLWM, he interned with various financial service firms throughout the country gaining industry experience.
James provides administrative support to the Investment and Financial Planning teams that assist clients in seeking to maximize every hard-earned dollar. Away from the office, James enjoys golfing, running, and fishing.