Buchanan, James & Associates

Advisors

Advisor photo for Thomas Doggett

Thomas Doggett

BFA, AAMS, CRPC, APMA

Financial Advisor

Visit Thomas Doggett's website
Advisor photo for Chad James

Chad James

Financial Advisor

Visit Chad James's website


Team

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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