Wealth Advisor | AIF®, C(k)P®
Jim joined Intrua Financial as Partner in 2015 with over 31 years of experience in the financial services industry. Jim was raised in south Florida and started his career on Wall Street in 1987. Throughout his career, Jim has held various principal and supervisory positions. He consults with high net worth individuals on wealth management strategies, portfolio development and monitoring. His corporate clients rely on his insight into retirement plan design and consultation and corporate benefits.
Jim holds the designation of Accredited Investment Fiduciary (AIF®) and is registered as a General Securities Representative and Registered Principal with LPL Financial. He is also licensed for insurance sales in Texas and various other states. Jim also holds the prestigious C(k)P® Certified 401(k) Professional Designation, a designation for the Retirement Plan Advisor, recognizing a combination of substantial practical retirement plan management and completion of a comprehensive and highly specialized educational program.
Jim moved to Houston in 1992 after accepting his first branch management position. He currently lives in Sugar Land, TX with his wife, an obstetrician/gynecologist, and their two children.
One Sugar Creek Center Blvd, STE 340
Sugar Land, TX 77478
281-207-2258 Direct Line