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™ 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, recently honored as one of the top 100 Aggie Business Leaders for 2006, was twice 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.

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

John, a CERTIFIED FINANCIAL PLANNER^TM, 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 II 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)

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

Micky, a CERTIFIED FINANCIAL PLANNER^TM, 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.

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

Tiffany, a CERTIFIED FINANCIAL PLANNER^TM, 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 presentation, 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 and is a CFP® certificant. 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 was recently recognized by the Baton Rouge Women’s Business Journal for her specialty in 529 plan development.

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. Zac is a member of the 2008-2009 Dallas/Ft Worth Financial Planning Association Pro Bono Committee.

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

Brittany joined JWA in September 2007 as an associate financial planner. She assists in gathering data essential to the planning process, analyzing and evaluating the data and then developing and monitoring client’s financial plans; She also assists’ in the rebalancing and trading procedures associated with client annual review meetings. Brittany holds a BS in Personal Financial Planning from Texas Tech University. Brittany is a member of the Dallas/Fort Worth FPA and is actively involved on the 2008-2009 Pro Bono committee.

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 BS in Interdisciplinary Studies.

This e-mail address is being protected from spambots. You need JavaScript enabled to view it Administrative Assistant

Jackie Pitman is an administrative assistant who supports daily office operations and client communication. Jackie has five years of experience in office management and administration.