About James Shafer, CFP®

James Shafer, CFP® has been a financial professional since 2007, following a 16-year career in store operations for a prominent retailer.  His interest in business and finance has been lifelong, leading him to earn a Bachelor's degree in Business Administration with a minor in computer science and emphasis in economics. James is a Registered Representative and registered Investment Adviser Representative, holding the Series 7 and 66 licenses as well as Texas General Lines Agent for life, health, and variable contracts.  In 2016, James became a  CERTIFIED FINANCIAL PLANNER™ licensee.

A strong belief in family and community, James has been married for 21 years and has two growing boys who occupy much of his free time with sports and Scouts.  Over the years, James has been active in the Amarillo community through several charities and clubs.  Currently, he is active with the Amarillo Chamber of Commerce, Boy Scouts of America and in his church. James is an avid golfer, enjoys camping and being outdoors with family.

We are a full-service financial services firm committed to helping our clients pursue their dreams. Our focus is goals-based financial planning and investment management for a select group of successful business owners and professionals.