As the President of First Dallas Financial Group, Jim brings more than 30 years of industry experience to the firm. A CERTIFIED FINANCIAL PLANNER™ professional, he has helped families build their financial dreams since 1984. Jim focuses on pre-retirement and retirement planning, along with estate planning. He spends considerable amount of time consulting with clients on a variety of life issues as well as financial issues. Jim holds Series 24, 7, and 63 securities licenses as well as life and disability insurance licenses.
Jim is a graduate of the University of Tennessee at Knoxville. He and his wife, Katrina, live in Oak Point, Texas. He has served several terms on the City Council and Planning and Zoning for the city of Oak Point and is currently a Council Member. Jim is the proud father of three grown children and enjoys playing tennis, golf, traveling, and volunteering in the children's ministry at his church.