James R. Thomas, Managing Member, also serves as the firm’s Chief Financial Officer. Mr. Thomas is responsible for the financial strategy of the firm, managing financial controls, and ensuring full transparency over the financial performance of the company. In addition, Mr. Thomas designs solutions for clients upon their particular risk tolerance, time horizon, liquidity needs, and goals. He has investment experience since 1982. Mr. Thomas earned both his BBA and MBA from Southern Methodist University. He holds the NASD Securities Series 65 license.