Broker Check

Courtney James

Associate VP of Client Engagement

courtney@swealthadvisors.com     
281-491-2800

Courtney is an Executive Assistant to Jim Hawryluk. Utilizing her 6 years of experience, she assists clients with their financial needs, while continuing to support current clients in pursing their respective goals.

She also works closely with Kimberly Meade, CFP®, Director of Financial Planning. Courtney will be focused on refining our communications and servicing promise. Courtney has built a strong foundation with Jim Hawryluk along with his team and clients.

Courtney's Full Bio

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Market Research

Market Research

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Market Research
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Tax Resources

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Investment Management

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Financial Planning

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Financial Planning

Corporate Services

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Corporate Services
The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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