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James Hintz

Wealth Management Rep

James has been working as a financial advisor for over 30 years, allowing him to understand the complex challenges that Clients face today.  Mr. Hintz manages personal and business finances on a collaborative basis with a team of allied professionals from multiple disciplines to address all aspects of a Client’s financial plan, including Tax mitigation, asset protection, estate planning, retirement planning, wealth management, risk management, and practice management.James began his financial services career in 1980 at North Central Financial Services, a family Financial Services Firm.

He grew up in Eau Claire, Wisconsin, and attended the University of Wisconsin, Eau Claire. After completing his formal education majoring in Business Administration and Economics, James earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and Certified Tax Advisor designations, adding to his experience and knowledge to his role as a senior financial advisor.

His diverse background and training enable him to assist clients by organizing their finances and estates in order to pursue their long-term financial goals through comprehensive, individualized tax, financial and estate planning plan.

James lives in Houston and is happily married to his lovely wife Maria and has three children. Away from the business, he is an avid bicycling enthusiast and an indoor cycling instructor at the YMCA.

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