Guy James

Guy is a native of George West, TX and is a 1987 graduate of Texas A&M University in College Station. He entered the financial services industry in San Antonio in 1998 after a successful career in medical research, including stints as a faculty member at the University of Texas Southwestern Medical Center in Dallas and the University of Texas Health Science Center in San Antonio.

He and his family relocated to the Schulenburg area in 2000 and he began his tenure as the Financial Advisor located at Crossroads Bank in early 2001. Guy applies the same attention to detail demanded by medical research to understanding his client’s financial goals and then carefully implements appropriate strategies, with a focus on time-tested principles and cost transparency. He is experienced in planning for all stages of our financial lives including wealth accumulation, retirement income planning, and college funding.

When not at work, Guy and his wife Michele enjoy spending time with family, working on their farm, and gardening.

Guy holds Series 6, 7, 63, and 66 securities licenses and is also licensed as a General Lines Agent for Life, Accident, and Health in the state of Texas.