James M. Siegel, CFP®, CLTC®

Wealth Management Advisor


I was born and raised in Houston, Texas and attended Texas A&M University. After four years in College Station, I convinced my college sweetheart to move to Houston with me to start a career and family. The rest is history!

My wife Leslie and I have two boys - Tripp, and Jaxson. Jaxson has special needs, and because of that we are both very passionate about various organizations and initiatives that impact special needs families.  

In my spare time, I enjoy Crossfit, playing golf, and spending time with my family.


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