Our Team

Jim enjoys the challenges of financial planning and is passionate about finding the best solutions for his clients.

His financial expertise spans a broad spectrum from insurance analysis and retirement planning to cash flow/budgeting and custom spreadsheet design. In addition to his planning responsibilities, Jim serves as the firm’s technical expert concerning technology infrastructure and support.

He has been in the financial services industry for over 20 years and with Austin Asset since 2002.

Jim volunteers with Foundation Communities, preparing tax returns for low-income families. During his spare time, he enjoys reading, travel, and spending time with family and friends.