Jim Hawryluk

With over 37 years of experience in the financial services industry, Jim brings extensive knowledge and expertise to his role. Born and raised in sunny South Florida, Jim began his career on Wall Street in 1987. Since then, he has navigated diverse roles, including principal and supervisory positions, honing his skills and deepening his understanding of the intricate workings of the financial industry.

Jim's expertise lies in providing strategic advice to high-net-worth individuals and corporations. His approach is rooted in a deep understanding of his clients' needs, which he addresses through comprehensive financial planning, tax and risk mitigation strategies, and diverse investment management strategies. Jim's commitment to his client's best interests is unwavering, a testament to his integrity as an Accredited Investment Fiduciary (AIF®). He strives to deliver solutions that align with his client's financial objectives, creating customized portfolio strategies and monitoring their performance to ensure they align with his client's goals.

Jim's deep understanding of corporate retirement plans extends beyond his practical experience. He holds the prestigious C(k)P® Certified 401(k) Professional Designation, which recognizes his combination of substantial practical retirement plan management and completion of a comprehensive and highly specialized educational program. This dedication to excellence further strengthens his ability to serve as a trusted advisor to corporate entities and high-net-worth families while navigating the regulatory landscapes.

Jim moved to Houston in 1992 and resides in Sugar Land, TX, with his wife, who owns a successful women’s healthcare practice and is a gynecologist. His daughter currently attends the University of Cincinnati, and his son attends the University of Houston.