James graduated from Texas A&M University with a Bachelor of Business Administration degree in 2003, and has worked in financial services ever since. Prior to joining ISC Group in 2011, James held management roles with two Fortune 500 companies. Throughout his career, James has progressively increased his focus on investment management, and takes a consultative approach as an advisor to governmental, non-profit, and corporate retirement plans, and individual wealth management.
James is a member of ISC Group’s Investment Committee, and a regular educational presenter of financial seminars. He holds FINRA Series 7 & 66 licenses, Texas General Lines Life & Health licenses, and is an Accredited Investment Fiduciary (AIF©).