The Team

Buchanan, James & Associates

Our Advisors

Thomas Doggett

Thomas Doggett

Financial Advisor

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Designations

BFA, AAMS®, CRPC®, APMA®

Top Areas of Focus

  • Family Finances
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

BBA, Finance, University of Houston
AR License #706540

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Chad James

Chad James

Financial Advisor

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Top Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

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Our Staff

Enika W. Johnson

Enika W. Johnson

Operations Manager

Practice Manager
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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.
Ronald W. Johnson

Ronald W. Johnson

Investment Manager

Paraplanner
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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.
Jeannette L. Tracy

Jeannette L. Tracy

Paraplanner

Financial Planning Analyst
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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.
Kristina Liu

Kristina Liu

Paraplanner

Investment Specialist
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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.
Megan A. Walker

Megan A. Walker

Client Service Specialist

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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.

Kailyn Johnson

Administrative Assistant

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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.