James co-founded TRITIS Wealth Management in early 2009. James graduated from University of Houston with a bachelors degree in Finance. Before opening TRITIS Wealth Management in 2009, James worked at one of the largest independently held broker/dealers based on Wall Street as a Wealth Manager and Division Manager of the Houston office.
James and his beautiful wife, Kara, reside in Sugar Land, TX, and have been blessed with three young sons. In addition to spending time with his family, James enjoys traveling, golf, fishing and volunteering as a little league baseball coach.
He has extensive experience in individual wealth management, 401ks, retirement planning, life insurance strategies with estate planning, long-term care and educational savings. His client base consists of retirees, pre-retirement clients, business owners, professionals, physicians, athletes and entertainers. Helping clients pursue their goals through asset management and insurance planning is paramount in his practice.
James recently was listed on FT Magazines Top 401 Retirement Advisers in both their September 2016 and May 2015 publications*.
*The Financial Times Top 401 Retirement Plan Advisors is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.
Tritis Wealth Management and LPL Financial are separate entities