The Team

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Our Advisors

Jim Bussey

Jim Bussey

Financial Advisor

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Designations

MBA, CRPC®, APMA®, RFC®

Top Areas of Focus

  • Women's Financial Strategies
  • Investment Management
  • Estate Planning Strategies

Education

Executive MBA, University of Texas Arlington, Arlington Texas, BBA Business, Northwood University, Cedar Hill Texas
CA Insurance #0L69275

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Our Staff

Jennifer Elms

Jennifer Elms

Registered Client Service Associate