James Hintz, Managing Director, CLU, ChFC                                          

James is a Founding Member and Managing Director of Doctors Financial Services (DFS).

Experience and Technology has enabled him to build a boutique firm that offers personalized and customized financial services dedicated to doctors and high net worth business owners.

The ultimate goal of the firm is to become the client's personal CFO, helping busy entrepreneurs simplify complex financial affairs, build wealth, and protect their financial future.

James has been working as financial advisor for the last 30 years, allowing him to understand the challenges Doctors have managing their personal finances and managing their business finances. He has built a team of allied professionals from multiple disciplines to address all aspects of a doctor’s financial plan, including: Tax mitigation, asset protection, estate planning, retirement planning, wealth management,  risk management and practice management.

James began his financial services career in 1980 at North Central Financial Services, a family firm. He grew up in Eau Claire, Wisconsin, and attended the University of Wisconsin, Eau Claire. After completing his formal education majoring in Business Administration and Economics, James earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) and Certified Tax Advisor designations, adding to his experience and knowledge to his role as a senior financial advisor.

His diverse background and training enables him to assist clients organize their finances and estates in order to pursue their long-term financial goals through comprehensive, individualized tax, financial and estate planning services.

James lives in Houston and is happily married to his lovely wife Maria and has three children. Away from the business he is an avid bicycling enthusiast and an indoor cycling instructor at the YMCA.