Wealth Consulting Group

With over 37 years in financial services, Jim began his career on Wall Street in 1987. He has held various roles, gaining extensive expertise in financial planning, tax and risk mitigation, and investment management. As an Accredited Investment Fiduciary (AIF^®), Jim prioritizes his clients' interests, creating and monitoring customized portfolio strategies.

Jim holds the C(k)P^® Certified 401(k) Professional Designation, reflecting his expertise in corporate retirement plans. He serves as a trusted advisor to corporate entities and high-net-worth families.

Jim moved to Houston in 1992 and lives in Sugar Land, TX, with his wife, a gynecologist with a women's healthcare practice. His daughter attends the University of Cincinnati, and his son attends the University of Houston.

As a CERTIFIED FINANCIAL PLANNER^™ Professional, Kimberly is a reliable resource for developing financial plans that align with her clients values and priorities throughout all phases of their lives. From college planning to navigating retirement, estate planning and risk management, Kimberly creates confidence, clarity and balance along the way. She is devoted to building strong, life-long relationships by providing thorough assessments and delivering personalized strategies with a high level of client service. She finds fulfillment in helping individuals and families reach financial freedom.

Sam Houston State University graduate, assist clients with their financial needs, while continuing to support current clients in meeting their respective goals. Focused on improving communications and servicing promise to our clients.