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Financial Center Manager
Mortgage Loan Officer
Financial AdvisorCUSO Financial Services, L.P.* at UFCU
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UFCU has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS does not provide tax or legal advice. For such guidance, please consult a tax and/or legal advisor.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
—The first thing clients notice when they step into his office? It’s the burnt orange.
Check the background of this investment professional on FINRA’s BrokerCheck.
As an economics graduate of The University of Texas at AustinTM and a graduate of UT’s Financial Planning Certificate Program, it’s safe to say James is a die-hard Longhorns® fan.
“I was in college during the Great Recession of ’08, and I needed a deeper understanding of the economic phenomena going on around me. Studying economics helped me to develop habits of careful thought, engage the world of current affairs, and explain why economic phenomena occur and how performance might improve. These are skills I use every day when helping Members,” he says.
To James, every dollar has a story, and he’s passionate about what he does. His first clients were his parents. His second? His sister. He practices what he preaches and jokes that if he weren’t doing a good job, his whole family would have to move in with him! James focuses his practice on education and transparency.
“I’m genuinely interested in the financial well-being of our Members, and when you meet with me, I’m going to treat you like family. It’s the best way to foster a solid foundation of trust.” Whether you’re just starting out as an investor, planning for retirement, or looking to protect your wealth, James is here to help you through all of life’s stages.
James is a native Austinite, but spent his early years in Colombia, where he became fluent in Spanish. When he’s not working or studying in his spare time, he enjoys playing sports, traveling, and spending time with his wife and four pups, Rocky, Marley, Mia, and Rico.
What was your favorite TV show growing up? “‘The Fresh Prince of Bel-Aire.’ Will Smith is hilarious!”
What is the number one item on your bucket list? “Definitely skydiving! I want to experience the thrill but I just don’t want to do it alone.”
What is your favorite quote or saying?
“How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case.” — Robert G. Allen
UFCU members can participate in the National Shared Branch Network, enabling you to transact UFCU business at hundreds of locations throughout the country. Learn more about the National Shared Branch Network, and where to find a location near you.
Important Note: ATMs at shared branch locations are not fee-free. To locate fee-free non-UFCU ATMs, please visit the ATM Alliance.
Wherever you are, UFCU membership means free access to many ATMs across Central Texas and Galveston County.