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James N. Whiddon, CFP®,
Founder/CEO & Advisor
Jim, a
CERTIFIED
FINANCIAL
PLANNERTM earned his Bachelor of
Science from Texas A&M University and masters’ degree in
financial planning from The American College. He is author of
Wealth Without Worry and a frequent speaker and writer on
financial topics. He, along with Lance Alston, hosts “The
Investing Revolution,” a weekly economic and investment talk show on
WBAP 820 AM.
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.
Jim has two sons, Johnathan and Daniel. He is involved
in many church activities and also
coaches youth sports through the YMCA and Spring Valley Athletic
Association. He enjoys golf, tennis, jogging, and sings and
plays guitar with a trio called What You Pay 4.
“I took the one less
traveled by and that has made all the difference.”
~Robert
Frost |
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Lance Alston, CFP®,
President & Advisor
Lance. a
CERTIFIED
FINANCIAL
PLANNERTM
is an alumnus of The
University of Texas in Austin and holds a masters degree in
Economics from George Mason University. He served as principal
advisor for
Wealth Without Worry and co-hosts “The
Investing Revolution,” a weekly economic and investment talk show on
on WBAP 820 AM.
Lance joined JWA Financial
Group, Inc. in 2002 after four years as a financial planner with
a nationally recognized independent financial planning firm. He
has twice been selected as one of “Dallas’ Best Financial Planners” by
D Magazine and also serves as a frequent resource for
financial journalists. He has been quoted in Wall Street
Journal, Dallas Morning
News, Financial Planning Magazine, Dallas Business
Journal, Better Investing Magazine, The Baltimore
Sun, Smart Money and Physicians
Financial News.
Lance lives in McKinney, Texas with his wife, Cristina, and
daughters, Claire and Olivia. His charitable activities include past work
with The Nature
Conservancy and Community Tax Aid in Washington, D.C.
“Try to become not a man of success, but try rather to become
a man of value.”
~Albert Einstein
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Tiffany Finney,
Senior Financial Planner
Tiffany joined JWA Financial Group in 2005 as an Associate
Financial Planner and quickly worked her way to Financial
Planner. She analyzes and assists with plan development and presentation.
Tiffany actively reviews all daily trades and re-balancing, in
addition to new portfolio implementation activities. She has a BBA
in Finance and a master’s degree in Personal Financial Planning
from Texas Tech University in Lubbock and is a candidate for CFP® certification.
Tiffany was recently recognized by the Baton Rouge Women's
Business Journal for her specialty in 529 plan development.
Tiffany lives in Dallas, Texas and is currently planning a May
2008 wedding with her fiancé Ryan.
“Destiny
is no matter of chance. It is a matter of choice. It is not a
thing to be waited for, it is a thing to be achieved.” ~William Jennings Bryan |
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Nikki Knotts, Communications Director
Nikki
Knotts serves as JWA’s Communications Director. She has 11 years
experience in broadcast, advertising and corporate
communications. She serves as Program Director for
The Investing Revolution economic radio show on WBAP,
Managing Editor of The Investing Revolution magazine and is responsible for all firm
communications and public relations. Nikki has a bachelor’s
degree from the University of Texas - San Antonio and a master’s
degree from Eastern New Mexico University.
She lives
in McKinney with her husband, Matt, and two children. The family
is involved in youth sports and their myriad of animals.
"Everyone
has inside himself a piece of good news. The good news is that
you really don’t know how great you can be, how much you can
love, what you can accomplish and what your potential is." ~Anne Frank |
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Joy Justice, Client
Service Manager
Joy is responsible for
account maintenance, including opening and transferring accounts, reconciling trades and maintaining client files. She
also assists with all firm compliance operations. She joined JWA
in 2003 and has seven years of experience in the financial
services industry.
Joy lives in Mesquite, TX,
with her husband, Curtis, and daughters, Gabrielle and Valory.
She enjoys tennis, volleyball and watching movies.
“Do not take life too
seriously. You will never get out of it alive.” ~Elbert Hubbard |
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Zac Beckerley,
Associate Financial Planner
Zac recently joined JWA's
financial planning team in January 2008. Zac comes from
Texas Tech with a Master's degree in Personal Financial
Planning. As an Associate Financial Planner, Zac will help
gather financial data essential to plan preparation and will
re-balance client portfolios.
Recently married, Zac moved to
Dallas with his wife Holly. Zac enjoys cooking and playing
music.
"Our greatest weakness lies
in giving up. The most certain way to succeed is always to try
just one more time." ~Thomas
A. Edison |
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Photo forthcoming |
Brittany Farris,
Associate Financial Planner
Brittany joined JWA in
September 2007 as an associate financial planner. Brittany
comes to JWA as a recent graduate of Texas Tech University with
a BA in Personal Financial Planning. She assists financial
advisors with plan preparation and account coordination. Over
the summer, Brittany helped prepare a financial segment for the
Today Show regarding women and divorce.
Brittany lives in Dallas, TX
and enjoys traveling, outdoor activities and spending time with
family and friends.
"Never doubt that a small group of thoughtful, committed
citizens can change the world. Indeed, it is the only thing that
ever has."
~
Margaret Mead |
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Photo forthcoming |
Amanda Copland,
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.
Amanda lives in Garland, Texas and is currently
planning a June 2008 wedding with her fiancé Caleb. She enjoys
shopping and scrapbooking.
"In order to succeed, your desire
for success should be greater than your fear of failure." ~Bill
Cosby |
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Rachel Nolte, Executive
Assistant
Rachel coordinates daily
office operations, including scheduling, client communications and special events. She also manages staff schedules
and assists with marketing activity. She joined JWA in 2004 and
has six years of experience in banking and finance.
She lives in Sachse, TX
with her husband, Nathan. When not at work, she spends her time
shopping, cooking and scrapbooking.
“Learn from yesterday,
live for today, hope for tomorrow."
~Anon |
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Jackie Pitman, 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.
Jackie and
her husband, James, live in Richardson with their two daughters.
She spends her free time with family and enjoys scrapbooking.
"You
must be the change you wish to see in the world."
~Gandhi |
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Sharon Feagin,
Administrative Assistant
Sharon assists with client
service, including maintaining client files and updating
accounts. She also serves as the firm’s payroll administrator.
She has 14 years of experience in the financial industry and
joined JWA in 1992.
Sharon and her husband,
Joe, live in Dallas. Her hobbies include art museums, drinking
tea with friends and spending time with her four grandchildren.
“Where your treasure is,
there is your heart.”
~Augustine of Hippo |
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JWA Financial Group seeks
qualified candidates with a like-minded approach to financial
planning and investing. If you are a Certified Financial
Planner or have a degree in Financial Planning and interested in
more information, take our simple
online quiz. We will contact you for an interview.
Our team approach and investment
philosophies are unique to the independent planning/investing
practice and a welcome change for advisors looking for a career
path and family atmosphere.
"Far and away the best prize that life has to offer is the
chance to work hard at work worth doing."
~Theodore
Roosevelt |
Contact
Us / Home
Click here to read excerpts from Wealth Without Worry
©2007 JWA Financial Group, Inc. All rights reserved
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