A Bit About James
As a Partner at Apex Advisors, my passion for helping people stems from growing up not knowing anything regarding finances and seeing this common theme among many I grew up with both young and older. This career has changed my life for the better by being able to empower my clients with the knowledge and skills to help them achieve their goals. Whether this is becoming debt free, purchasing a home, investing/planning for the future, starting a business or achieving financial independence.
I grew up in Bruni, TX just south of San Antonio and graduated from Texas Tech University in 2017. Out of college I pursued a career in oil at gas as a field engineer for Halliburton Energy Services. Covid in 2020 brought many changes to my life as it did with many during that time. I was Laid off and chose a career path completely different to what I had in mind. This has been one of the most rewarding and challenging careers of my life and I look forward to growing with and helping as many clients as possible.
I’m driven to help goal-oriented professionals achieve their goals and find direction, especially when navigating life-changing opportunities that come with transitions such as starting a new business, equity compensation, or early retirement. My ultimate goal is to promote financial independence, flexibility, and growth by empowering individuals to take control of their financial future.
Outside of work I enjoy life with my wife Brooklyn and our three dogs. We enjoy the outdoors and some of our favorite activities include hiking, hunting, fishing, camping, and spending time with friends and family. These experiences have taught me the value of setting goals, being disciplined, and pushing myself to my limits. I strive to bring these values to my work, where I aim to create change in my clients’ lives by providing them with the tools and knowledge to achieve their financial goals.
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