Bobby James has provided trusted financial guidance and wealth management services for more than 35 years. Since founding Texas Financial Resources in July 1988, he has focused on delivering disciplined, comprehensive financial planning and investment advice designed to bring clarity, structure, and confidence to clients’ financial lives.
Bobby has deep experience working with high-net-worth individuals and families, advising on wealth management, business planning and exits, retirement strategies, and estate planning. He believes successful wealth management requires the thoughtful integration of investment, tax, insurance, and estate strategies, all aligned with a client’s personal goals and long-term vision.
At the core of Bobby’s practice is a commitment to building long-term, trusted relationships, helping clients translate their objectives into well-designed, durable financial plans that create certainty across generations.
After graduating from Howard Payne University (’78), Bobby relocated to the Plano area, where he continues to serve clients today.
Bobby and his wife, Lori, have three children.