Mr. James is the founder and managing partner of Texas Financial Resources, LP. As managing partner, Bobby oversees company policy and operations. Bobby has been offering knowledgeable financial advice and wealth management services for more than 25 years. Since the founding of Texas Financial Resources, LP. in July 1988, Bobby has focused on development of detailed and thorough financial planning and investment advice. Bobby has extensive experience assisting high-net-worth clients with asset management, business services, retirement and estate planning issues, and private money management. Bobby believes that the most successful wealth management strategy begins with the clear understanding of the client's objectives. The James Team is dedicated to building a valued relationship with each client that is tied to transparency, accountability, and expected performance.
Bobby has moved to the Plano area after graduating from Howard Payne University ('78). Bobby holds the Series 65 and Life and Health Insurance licenses. Bobby and his wife, Lori, have three children.
"Today's preparation determines tomorrow's success."