Jim, a CERTIFIED FINANCIAL PLANNER^TM earned his Bachelor of Science from Texas A&M University and masters’ degree in financial planning from The American Collegein Philidelphia. He is author of Wealth Without Worry and a frequent speaker and writer on financial topics. He, along with Lance Alston, hosts “The Investing Revolution,” a weekly economic and investment talk show on WBAP 820 AM.Jim, recently honored as one of the top 100 Aggie Business Leaders for 2006, was twice selected as one of “Dallas’ Best Financial Planners” by D Magazine and the firm was named a “Wealth Master” by Bloomberg Wealth Management Magazine four years in a row. In addition, Jim has been interviewed by various media outlets, including CNBC Power Lunch, Good Morning Texas, Investment News, The Wall Street Journal, Reuters, Dallas Morning News, Financial Advisor, Dallas Business Journal, CNN Money, Chuck Jaffe’s Your Money Radio, Dentist’s Money Digest, Dental Practice Report, Physicians Money Digest and Registered Rep for his expertise in the areas of financial planning and investment management.

“I took the one less traveled by and that has made all the difference.” ~Robert Frost

Lance. a CERTIFIED FINANCIAL PLANNER^TMis an alumnus of The University of Texas in Austin and holds a masters degree in Economics from George Mason University. He served as principal advisor for Wealth Without Worry and co-hosts “The Investing Revolution,” a weekly economic and investment talk show on on WBAP 820 AM.Lance joined JWA Financial Group, Inc. in 2002 after four years as a financial planner with a nationally recognized independent financial planning firm. He has twice been selected as one of “Dallas’ Best Financial Planners” by D Magazine and also serves as a frequent resource for financial journalists. He has been quoted in Wall Street Journal, Dallas Morning News, Financial Planning Magazine, Dallas Business Journal, Better Investing Magazine, The Baltimore Sun, Smart Money and Physicians Financial News.

“Try to become not a man of success, but try rather to become a man of value.” ~Albert Einstein

Tiffany joined JWA Financial Group in 2005 as an Associate Financial Planner and quickly worked her through the company. She analyzes and assists with plan development and presentation. Tiffany actively reviews all daily trades and re-balancing, in addition to new portfolio implementation activities. She has a BBA in Finance and a master’s degree in Personal Financial Planning from Texas Tech University in Lubbock and is a candidate for CFP^® certification. Tiffany was recently recognized by the Baton Rouge Women’s Business Journal for her specialty in 529 plan development.“Destiny is no matter of chance. It is a matter of choice. It is not a thing to be waited for, it is a thing to be achieved.” ~William Jennings Bryan

Nikki Knotts serves as JWA’s Communications Director. She has 11 years experience in broadcast, advertising and corporate communications. She serves as Program Director for The Investing Revolution economic radio show on WBAP, Managing Editor of The Investing Revolution magazine and is responsible for all firm communications and public relations. Nikki has a bachelor’s degree from the University of Texas - San Antonio and a master’s degree from Eastern New Mexico University.”Everyone has inside himself a piece of good news. The good news is that you really don’t know how great you can be, how much you can love, what you can accomplish and what your potential is.” ~Anne Frank

Joy is responsible for account maintenance, including opening and transferring accounts, reconciling trades and maintaining client files. She also assists with all firm compliance operations. She joined JWA in 2003 and has seven years of experience in the financial services industry.“Do not take life too seriously. You will never get out of it alive.” ~Elbert Hubbard

Photo forthcoming

Zac joined JWA’s financial planning team in January 2008. Zac comes from Texas Tech with a Master’s degree in Personal Financial Planning. As an Associate Financial Planner, Zac will help gather financial data essential to plan preparation and will re-balance client portfolios and will be responsible for daily trade activity.“Our greatest weakness lies in giving up. The most certain way to succeed is always to try just one more time.” ~Thomas A. Edison

Photo forthcoming

Brittany joined JWA in September 2007 as an associate financial planner. Brittany comes to JWA as a recent graduate of Texas Tech University with a BA in Personal Financial Planning. She assists financial advisors with plan preparation and account coordination. Over the summer, Brittany helped prepare a financial segment for the Today Show regarding women and divorce.”Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.” ~Margaret Mead

Photo forthcoming

Amanda assists with account maintenance, including opening and transferring accounts, reconciling trades, and maintaining files. She joined JWA in 2008 as a recent graduate of Texas A&M University with a BS in Interdisciplinary Studies.“In order to succeed, your desire for success should be greater than your fear of failure.” ~Bill Cosby

Rachel coordinates daily operations, including scheduling, client communications and special events. She also manages staff schedules and assists with marketing activity. She joined JWA in 2004 and has six years of experience in banking and finance.“Learn from yesterday, live for today, hope for tomorrow.” ~Anon

Jackie Pitman is an administrative assistant who supports daily office operations and client communication. Jackie has five years of experience in office management and administration.“You must be the change you wish to see in the world.” ~Gandhi

Sharon assists with client service, including maintaining client files and updating accounts. She also serves as the firm’s payroll administrator. She has 14 years of experience in the financial industry and joined JWA in 1992.”Where your treasure is, there is your heart.” ~Augustine of Hippo