Buchanan, James & Associates

Advisors

Thomas Doggett

Thomas Doggett

BFA, AAMS®

Financial Advisor

Visit Thomas Doggett's website
Chad James

Chad James

Financial Advisor

Visit Chad James's website

Team

Enika W. Johnson

Enika W. Johnson

Operations Manager,

Practice Manager

Qualifications

  • B.A., Human Resource Management, Ashford University, San Diego, CA

Roles & Responsibilities

  • Enika Johnson, Office Manager, is responsible for team management, roles and responsibilities, and our client service efficacy.
  • Nine years with the team, Ms. Johnson also manages all office logistics.
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Ronald W. Johnson

Ronald W. Johnson

Investment Manager,

Paraplanner

Qualifications

  • Series 7, Series 66 and Group 1 licenses.

Roles & Responsibilities

  • Ron Johnson is the team's Investment Manager, responsible for investment strategies, portfolio construction and security analysis. Mr. Johnson oversees trading activities.
  • Mr. Johnson has been a mainstay of the team for 12 years.
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Jeannette L. Tracy

Jeannette L. Tracy

Paraplanner,

Financial Planning Analyst

Qualifications

  • B.S., Biology, Texas Tech University, Lubbock, TX
  • M.B.A, Finance, University of St. Thomas, Houston, TX
  • Series 7, Series 66, Group 1 license

Roles & Responsibilities

  • Jeannette manages the financial planning process for the team.
  • Ms. Tracy oversees business processing and works with the investment team and portfolio management.
  • Jeannette Tracy has been an integral part of the team since 2011.
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Kristina Liu

Kristina Liu

Paraplanner,

Investment Specialist

Qualifications

  • B.A., Finance, University of Mary Hardin-Baylor, Belton, TX
  • Series 7, Series 66, Group 1 licenses.

Roles & Responsibilities

  • Kristina joined the team this year and is a member of the investment team, analyzing investments and constructing portfolios to help clients meet their goals.
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Megan A. Walker

Megan A. Walker

Client Service Specialist

Roles & Responsibilities

  • Megan Walker handles client communications and scheduling. She handles incoming data and financial paperwork from clients and is responsible for secure client record maintenance.
  • Ms. Walker has been working with the team since early 2014.
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Kailyn Johnson

Administrative Assistant

Roles & Responsibilities

  • Kailyn Johnson manages the client experience in the office. Kailyn also works with the team to maintain client records and facilitate team/client communication.
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