The Firm

This e-mail address is being protected from spambots. You need JavaScript enabled to view it CFP^®, MSFS, Founder/CEO & Advisor

Jim, a CERTIFIED FINANCIAL PLANNER™ Practioner, earned his Bachelor of Science from Texas A&M University and masters degree in financial planning from The American College in Philadelphia. He is author of Wealth Without Worry and a frequent speaker and writer on financial topics. He was the host of “The Investing Revolution,” a daily economic and investment talk show on CNN 1190. Jim has been a two-time honoree  as one of the top 100 Aggie Business Leaders, was three times selected as one of “Dallas’ Best Financial Planners” by D Magazine and the firm was named a “Wealth Master” by Bloomberg Wealth Management Magazine four years in a row. In addition, Jim has been interviewed by various media outlets, including CNBC Power Lunch, Good Morning Texas, Investment News, The Wall Street Journal, Reuters, Dallas Morning News, Financial Advisor, Dallas Business Journal, CNN Money, Chuck Jaffe’s Your Money Radio, Dentist’s Money Digest, Dental Practice Report, Physicians Money Digest and Registered Rep for his expertise in the areas of financial planning and investment management. Jim was recently named a FIVE STAR Wealth Manager^SM for 2010 and will be recognized in the August Edition of Texas Monthly.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it CFP^®, Vice President of Investment Management & Advisor

John, a CERTIFIED FINANCIAL PLANNER™ Practitioner, has been helping clients make smart decisions with their money for the past 10 years. He received an Engineering degree from Texas A&M University, an MBA in Finance from SMU’s Cox School of Business, and he is a CFA Level III candidate. John has received a Teaching Excellence Award from SMU for his instructional seminars and volunteers his time helping troubled individuals restore their financial lives. After a number of successful years as a financial planning consultant with a national brokerage firm, he opened his own fee-based financial planning firm in 2006. He brings a strong background in asset management and Dimensional Funds to the JWA team. He is also a proud Eagle Scout, black belt, Accredited Estate Planner (AEP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Fund Specialist (CFS). John was recently named a FIVE STAR Wealth Manager^SM for 2010 and will be recognized in the August Edition of Texas Monthly.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it CFP^®, Chief Compliance Officer/Vice President of Operations & Advisor

Micky, a CERTIFIED FINANCIAL PLANNER™ Practitioner, joined JWA in 2008 and comes from a background of world class customer service and high quality advice. He earned his Bachelor of Science from Texas A&M University and has 10 years of experience in the financial planning and investment management industry. Micky developed extensive retirement planning experience working for a national, not-for-profit organization that provides investment management and retirement education to the public sector. He then joined USAA, a Fortune 100 company that serves the military, as a comprehensive financial planner and quickly progressed to ultimately serve as the Executive Director of Financial Planning Operations. Micky was recently named a FIVE STAR Wealth Manager^SM for 2010 and will be recognized in the August Edition of Texas Monthly.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it CFP^®, Vice President of Financial Planning & Advisor

Tiffany, a CERTIFIED FINANCIAL PLANNER™ Practitioner, joined JWA Financial Group in 2005 as an Associate Financial Planner and quickly worked her way through the company to Vice President of Financial Planning. She coordinates all plan development and presentations, along with financial plan annual review meetings for clients. She has a BBA in Finance and a Master's degree in Personal Financial Planning from Texas Tech University in Lubbock.Tiffany serves on the Financial Planning Association’s Board of Directors as the Pro Bono Director and is actively involved with coordinating financial literacy seminars to local communities. Tiffany has been recognized by the Baton Rouge Women’s Business Journal for her specialty in 529 plan development. Tiffany was also recently named a FIVE STAR Wealth Manager^SM for 2010 and will be recognized in the August Edition of Texas Monthly.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it Director of Client Service

Joy joined JWA in 2003 as a client service representative and was promoted to Director of Client Services in 2008. Joy is responsible for managing the client service team which coordinates account maintenance, new account transfers, scheduling, and maintaining client files. She also assists with all firm compliance operations. Joy has ten years of experience in the financial services industry.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it Associate Financial Planner

Zac joined JWA’s financial planning team in January 2008 as an associate financial planner. He comes from Texas Tech with a Master's degree in Personal Financial Planning. As an Associate Financial Planner, Zac is responsible for creating and implementing new financial plans, assisting with annual review updates and presentations, and supporting the investing team with daily trades and rebalancing.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it Associate Financial Planner

Bethany joined JWA’s financial planning team in 2010 as an Associate Financial Planner. She is responsible for creating, analyzing, and reviewing financial plans, preparing presentation documents and materials, supporting the investing team with daily trades and rebalancing, and assisting with annual review updates. Bethany has a Bachelor's degree in International Business from the University of North Texas and is pursuing current studies through Southern Methodist University’s financial planning program.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it Client Service Representative

Amanda assists with account maintenance, including opening and transferring accounts, reconciling trades, and maintaining files. She joined JWA in 2008 as a recent graduate of Texas A&M University with a Bachelor's in Interdisciplinary Studies.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it Client Relations & Marketing Coordinator 

Kelsey joined JWA's service team in 2010. A 2009 graduate of Texas A&M University, she has a Bachelor's degree in Marketing and minors in Communication and International Business. Kelsey's principal responsibility is to ensure the firm’s marketing brand is consistent with the firm’s client and prospective client interactions. She serves as the primary contact for inbound client inquiries and as the liaison between the company and advertising agencies, freelance talent, print suppliers, and other marketing services.