James, a Chartered Retirement Planning Counselor, brings extensive expertise and experience to his role at Authentikos Advisory. With a strong commitment to education and community enrichment, he takes a client-focused approach to retirement planning. James firmly believes financial literacy is essential for empowering individuals to make confident, informed decisions about their future.
James is deeply committed to earning trust and guiding clients through every stage of their retirement journey with carefully designed roadmaps. His broad expertise enables him to navigate complex financial challenges while staying focused on each client’s personalized goals and aspirations. Beyond his client and community work, James enjoys spending time with his family in New Braunfels and pursuing his passion for woodworking projects.