James Hughes
Amarillo,TX
Summary
Accomplished Wealth Advisor with a proven track record at Shane Hall Financial, adept in cash flow management and behavioral finance. Leveraged expertise in retirement planning and wealth preservation to exceed client expectations through personalized strategies, enhancing portfolio performance. Skilled in hosting educational seminars, demonstrating exceptional communication and analytical skills.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Wealth Advisor
Shane Hall Financial
06.2019 - Current
- Maintained regular communication with more than 650 clients, providing updates on portfolio performance and adjusting strategies as needed.
- Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Organized educational seminars for current and prospective clients on topics such as retirement planning, risk management, tax planning, and investment strategies.
Associate Pastor
LakeRidge Baptist Church
06.2014 - 06.2019
Business Owner
Self-employeed
2006 - 2012
Owner and operator of full-service restaurant employing 20 plus employees. Managed all operations of business from staffing, purchasing, training, sales, and marketing.
Education
Master of Science - Personal Financial Planning
Texas Tech University
Lubbock, TX12.2017
Master of Arts - Religious Education
Southwestern Baptist Theological Seminary
Fort Worth, TX06.1993
Skills
- Reporting and analysis
- Cash Flow Management
- Insurance Planning
- Retirement planning
- Debt management
- Wealth Preservation
- Behavioral Finance
- Charitable Giving Strategies
Certification
- CFP - Certified Financial Planner
Timeline
Wealth Advisor
Shane Hall Financial
06.2019 - Current
Associate Pastor
LakeRidge Baptist Church
06.2014 - 06.2019
- CFP - Certified Financial Planner
Business Owner
Self-employeed
2006 - 2012
Master of Science - Personal Financial Planning
Texas Tech University
Master of Arts - Religious Education
Southwestern Baptist Theological Seminary
Similar Profiles
Marcus SchultzMarcus Schultz
Mortgage Loan Officer at Hall Financial GroupMortgage Loan Officer at Hall Financial Group
KYLE BUJALSKIKYLE BUJALSKI
Operations - Closer / Post Closer / Funding / Lock at Hall FinancialOperations - Closer / Post Closer / Funding / Lock at Hall Financial
Maria BothfeldMaria Bothfeld
Accountant Office and Payroll Services at Hall Financial CorporationAccountant Office and Payroll Services at Hall Financial Corporation