Sugar Land, Texas

With over 37 years of experience in the financial services industry, Jim brings extensive knowledge and expertise to his role. Born and raised in sunny South Florida, Jim began his career on Wall Street in 1987. Since then, he has navigated diverse roles, including principal and supervisory positions, honing his skills and deepening his understanding of the intricate workings of the financial industry.

Jim's expertise lies in providing strategic advice to high-net-worth individuals and corporations. His approach is rooted in a deep understanding of his clients' needs, which he addresses through comprehensive financial planning, tax and risk mitigation strategies, and diverse investment management strategies. Jim's commitment to his client's best interests is unwavering, a testament to his integrity as an Accredited Investment Fiduciary (AIF®). He strives to deliver solutions that align with his client's financial objectives, creating customized portfolio strategies and monitoring their performance to ensure they align with his client's goals.

Jim's deep understanding of corporate retirement plans extends beyond his practical experience. He holds the prestigious C(k)P® Certified 401(k) Professional Designation, which recognizes his combination of substantial practical retirement plan management and completion of a comprehensive and highly specialized educational program. This dedication to excellence further strengthens his ability to serve as a trusted advisor to corporate entities and high-net-worth families while navigating the regulatory landscapes.

Jim moved to Houston in 1992 and resides in Sugar Land, TX, with his wife, who owns a successful women’s healthcare practice and is a gynecologist. His daughter currently attends the University of Cincinnati, and his son attends the University of Houston. 

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.

As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly with over 10 years of experience is a reliable resource for developing financial plans that align with clients' values and priorities throughout all life stages. From college planning and navigating retirement to estate planning and risk management, Kimberly creates confidence, clarity, and balance along the way.

She is dedicated to building strong, lifelong relationships by providing thorough assessments and delivering personalized strategies with a high level of client service. Helping individuals and families reach financial freedom is her passion.

Kimberly proudly graduated from The University of Texas at Austin with an Economics degree and a Business Foundations Certificate from the McCombs School of Business. In her free time, you'll find her jet-setting around the world with her husband and daughter or at home cuddling with her two dogs.