Buchanan, James & Associates

Advisors

Thomas Doggett

Thomas Doggett

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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