James (Jim) Huston, CLU®, ChFC®, CFP® - Founder


A native of the Philadelphia, PA, suburbs, Jim earned a Bachelor of Science in Business and Economics in 1969 from Lehigh University.

Jim’s professional career began with Exxon, where he spent more than 10 years, eventually transferring to Houston. Over the years, Jim came to realize that one of his strengths was his ability to communicate, one on one, in a clear, concise manner. He also realized that he preferred working directly with individuals and their issues. It wasn’t long before Jim decided that, with his desire to help others, his ability to communicate, and his financial education, the financial services industry was the place for him.

Starting on his own, Jim learned the value of independence and all that meant to his ability to serve his clients. For over 30 years now, Jim has served the financial planning needs of his varied clients. Along the way, he also continued his professional education, earning the Chartered Life Underwriter, Chartered Financial Consultant, and CERTIFIED FINANCIAL PLANNER™ certifications. In 2012 Jim was recognized as a Five Star Wealth Manager and has been an award recipient each year since.

Jim has taught financial planning classes for the University of Houston System and the Lone Star College System, as well as employee groups of many of the Fortune 100 companies in the Houston area.

Over the years, Jim has been active in the community. He previously served on the Board of Directors and is a former president of the Klein Education Foundation. He also has served on the Boards of the Klein Soccer Club, Eastern District Division One Youth Soccer, and the Burroughs Park Sports Authority, and is past President of the Northampton Club.

Jim was also co-founder of the Challenge Soccer Club and coached girl’s youth soccer for 23 years.

   Jim Huston  |  Chris Ramsey  |   Jill Norris  
Ray Stanley  | Chris Huston |  Liz Smith