Jim Woodcock has more than two decades of experience helping individuals,
families, and business owners gain confidence in their financial futures
through personalized planning and guidance. He is a Chartered Retirement
Planning Counselor , holds FINRA Series 7 and Series 66 licenses, and is a
graduate of The University of Texas. Jim serves clients throughout Austin,
where he lives with his family, and regularly travels to Houston, his
hometown, to work closely with clients across the area. He is committed to
delivering thoughtful guidance and exceptional service tailored to each
client's unique goals and circumstances. Outside of work, Jim enjoys
spending time with his children, participating in water sports, mountain biking,
and a variety of outdoor recreational activities.
