James joined TLWM as an Operations Associate in June 2018. He 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.
As an Operations Associate, James is responsible for providing administrative support to advisors for account maintenance, processing transactions of all varieties, and assisting clients with optimum care. Away from the office, James enjoys golfing, running, and fishing. He is also an active member of the San Antonio FPA chapter.