About Me

James works with a wide variety of clients, helping them optimize their wealth and create a foundation for a secure financial future. With more than 15 years of experience, he has a knack for thinking about possibilities and risks his clients might not otherwise consider, and he helps them address these issues and opportunities through comprehensive financial planning. He spends much of his time meeting with clients and learning about them, their families, and their values, uncovering what’s important to them so he can help them align their resources accordingly. This is his favorite part of his work, partly because he loves people—but also because he knows that by understanding his clients on a deep level, he can give them a better understanding of where they are and what they need to do to create their version of a great life.

Planning Philosophy

James is a firm believer that financial planning should be considered from the client’s perspective; when he works with people, he plans as if he’s standing in their shoes. He spends ample time getting to know his clients so he can better see things from their perspective, that way he makes sure the steps they take are what is best for them in every situation. Because he genuinely cares about his clients’ outcomes, he is persistent throughout the planning process, working to simplify complex concepts and help them understand how each risk and opportunity could impact their future, so they are never held back because of a lack of information or understanding.

Qualifications & Education

• Chartered Life Underwriter® (CLU®)
• Bachelor’s Degree (Accounting) – University of Texas at Austin

Community Involvement

• St. Anthony of Padua
• Kolbe Prison Ministries

Personal Life

James and his wife Kristen (whom he met at KPMG early in his career) live in The Woodlands and have five children: Patrick, the oldest, is married and lives nearby. Helen is a nurse in Dallas, TX, Celeste and Rhett, are students at Texas A&M, and Camille, is in high school. Spending time with family means everything to the McCabes. They are active in their church, and they love college football. In his spare time, James enjoys working on projects around their house.

Fun Facts

As a kid, what did you want to be when you grew up?
I wanted to be a doctor. My dad was an old-school, general practitioner and general surgeon. He did everything, including delivering babies. I used to go on rounds with him to see his patients when I was young. Wherever we would go, we’d run into his patients. I liked that he knew all these people in our community, and they loved him and trusted him.

What fictional character would you choose to spend the day with?
Either Albus Dumbledore or Jack Ryan.

What’s your favorite quote or saying?
My favorite Bible verse is always on my mind—Proverbs 3:5-6: “Trust in the Lord with all your heart and lean not on your own understanding; in all your ways acknowledge him, and he will make your paths straight.”

About Me

With more than a decade of experience as an advisor, Stew’s objective is to help people make wise financial decisions. He meets with his clients regularly, continuously learning more about who they are, what they care about, and their purpose in life beyond money, so he can help them allocate their resources accordingly. This is his favorite aspect of being an advisor, the intersection between meaningful relationships and meaningful work. He loves the opportunity to be there for his clients and alleviate stress and confusion, and to be a go-to partner for all of their financial questions and concerns. He helps them better understand their options and opportunities and clearly articulate their desires for their wealth. By providing clarity and direction for their finances, he gives them the freedom to focus on what’s most important to them.

Advising Specialty

With an analytical mind and a passion for digging into details, Stew excels at working with business owners and executives. He loves partnering with a growth-minded client and helping them develop creative financial strategies so they can pursue the goals they’re passionate about. His objective is to give them confidence to create the future they want for themselves and their family. He becomes the person they lean on, the one they come to with their questions about equity compensation, tax efficient strategies, investment strategy, and other complex financial scenarios. While they’re busy running their life and their business, he becomes like a personal CFO, helping them coordinate all their different interests in an individualized, cohesive, and efficient way.

Qualifications & Education

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Retirement Income Certified Professional® (RICP®)
• Certification for Long-Term Care (CLTC®)
• Bachelor’s Degree - University of Texas at Austin

Industry & Community Involvement

• Finseca
• Financial Planning Association (FPA) of Houston
• Leadership Montgomery County
• Faith Bible Church

Personal Life

Stew and his wife Shelby both grew up in the Houston area and live in The Woodlands. Married since 2015, they have two boys, Benjamin and Henry, and are active in their church. They are also big college football fans, and love getting back to Austin a few times a year for Texas Longhorn football games.

It’s important to Stew to continually do challenging things. In his spare time, he runs, cycles, and enjoys woodworking. He’s also an avid reader, particularly of biographies and books to help spiritual, personal, and professional development.

Fun Facts

What book has most impacted your life?
After the Bible, I’d say In a Pit With a Lion on a Snowy Day by Mark Batterson.

What is your favorite childhood memory?
We grew up going to the Frio River every year during The Fourth of July. There were probably 7 to 10 families that went, and we’d stay in these cabins that, looking back, should probably be condemned, but it was paradise. We’d play games, cook out, and float the river every day.

What is one item you can’t live without?
A pen. I have one with me at all times, even when it’s totally unnecessary.

About Me

Monica’s primary goal as a financial advisor is to give people financial confidence. She meets her clients where they are, listens intently to their unique stories and aspirations, and helps them feel comfortable about their financial progress. Her clients are ambitious, busy individuals, and she comes alongside them and crafts custom financial plans that help them be more efficient and achieve their most important financial goals. Oftentimes, her clients have already done a great job, and she helps them understand exactly where they are and how they can work together to make things even better for themselves and their families.

Advising Specialty

Many of Monica’s clients are small-business owners, entrepreneurs, and other professionals who often have variable income. She specializes in creating financial plans that cater to their unique cashflow situation, and she identifies strategic ways to allocate their resources in a way that aligns with their values and goals. She loves the creativity this requires, as well as the chance to help hardworking, family-oriented people maximize their success. Her goal is to take the stress of financial planning off their plate and help them feel comfortable about their financial decisions no matter what season of life they’re in.

Qualifications & Education

• Retirement Income Certified Professional (RICP®)
• Bachelor’s Degree (Finance & Real Estate) – Texas A&M University

Community Involvement

• St. Anthony of Padua Catholic Church

Personal Life

Monica grew up in Spring, Texas, and lives in The Woodlands with her husband Tyler. Together, they enjoy trying new restaurants ,watching Astros games, and are anxiously awaiting the birth of their first son.

Fun Facts

Who makes you laugh?
My husband. And my dogs. And my brother, who I work with—the brother-sister dynamic at work is never boring!

How do you like to spend your time when you are not working?
I love making new recipes. Just the whole process. Combining different flavors and ingredients, mixing them up in different ways and proportions, all to have it come together as a meal served with fun conversations with friends and family – so fun. It’s not always a Michelin-star winner, but we have made some favorites over the years!

What are the top three items on your bucket list?
- “My Italian Summer”: I want to spend a summer traveling up and down Italy trying all the different food and wine varietals to really experience the flavors the different regions have to offer. I love the Italian mix of the culture, views, and food, and really want to immerse myself in it for a summer!
- See the Northern Lights: I think this is such a beautiful and natural phenomenon and I just have to get up north and see it for myself!
- Visit the Grand Canyon: There is a scene in the movie “The Bucket List” where they are at a specific part of the Grand Canyon where it is so clear that the stars go all the way to touch the horizon. It may just be good Hollywood editing, but I want to find a similar spot and just be in awe of our world!