Professionals

James S. Lucas, CPA, CFP^®
Executive Vice President, Managing Director

Education:

M.B.A, Finance, University of Houston, 2001
B.Accy., Accountancy & Taxation, University of Houston, 2000
B.B.A., Finance, Baylor University, 1996
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER^TM Certificant

Experience and Background:

Prior to joining Goodman Financial, James served as Senior Vice President and Senior Portfolio Manager for BBVA Compass managing investments for individuals, trusts, and institutions. James has acquired extensive investment experience that includes managing fixed-income mutual funds as Portfolio Manager at Frost Investment Advisors, analyzing equity and fixed-income securities for two major insurance companies, and accounting for mutual funds with AIM Management.

Affiliations, Current and Past:

Member, CFA Institute and Houston Society of Financial Analysts
Member, American Institute of Certified Public Accountants
Member, Texas Society of CPAs
Member, Houston CPA Society
Member, Investment Committee, Texas Society of CPAs
Member, Advanced Estate Planning Committee, Texas Society of CPAs
Former Member, Investment Committee, Houston CPA Society
Member and Former Chairman, Personal Financial Planning Committee, Houston CPA Society
Member, Houston Estate and Financial Forum
Member, The Houston Economics Club