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Mission Statement - To Help Families Get and Keep their House in Order

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

James Kelley


(832) 376-5153

James Kelley, a Licensed Life/Health, Property/Casualty and Registered Representative served his country as an engineer in the United States Marine Corps Wing Support Squadron with tours in Iwakuni and Okinawa Japan and The Philippines. After his tour in the Marine Corps James began a second career and was promoted to training and supervising teams in Manufacturing, Transportation and Sales as well.

These experiences laid a foundation for a career in Financial Services. James values Quality, Service , Excellence and Integrity. and he is ready to help you "Get your House in Order". Outside of Financial Services. James enjoys reading, nutrition, classic cars, exercise and traveling.
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.