Courtney James
Manager of Client Relations
Courtney is an Executive Assistant to Jim Hawryluk and collaborates closely with Kimberly Meade, CFP®. Leveraging her 8 years of experience, she assists clients with their financial needs while continuing to support existing clients in pursing their respective goals. Courtney is focused on refining our communications and servicing promise.
Courtney holds a bachelor’s degree in Business Management from Sam Houston State University. Born and raised in Beaumont, Texas and currently lives in Richmond, Texas with her family and Pomeranian dog, Bruno. In her free time, Courtney enjoys growing her candle business and loves expressing her creative side while working on all things DIY! She also enjoys traveling with her family.
