Jim serves as the Director of Financial Planning for Archetype Wealth Partners helping design and implement the Archetype Financial Blueprint process. Jim has a passion for helping clients discover their life purpose and how it relates to their personal finances. As a State Farm agent, he was the first to obtain the coveted CFPTM designation in Texas.
Prior to joining Archetype Wealth Partners, Jim managed a successful State Farm office in Houston, as well as serving as a personal financial planner at Morgan Stanley and STA Wealth Management. He has also authored three books on the topic of financial planning and is the creator/host of the Family Wealth Builder podcast.
Jim lives in Friendswood with his wife Connie, his dog Lucy, and two Zebra Finches named Tom and Jerry. Jim is an ex-Harley Rider turned Goldwing enthusiast. Jim and Connie love to take their Winnebago camping anywhere and everywhere in Texas.
Jim is a Certified Financial Planner™, speaker, author, and Professor of Personal Finance at the Bauer College of Business at The University of Houston.