Our Qualifications

At CRIS Financial, we have been working with individuals and businesses across the country and the entire State of Texas for 27 years. Each of our advisors has extensive personal and professional training and experience.

John holds a Series 6 and 63 Securities License, a General Lines Property and Casualty License.  Jim Donewald holds a Series 65 Registered Investment Advisors license, and is able to provide a variety of Safe Investment Alternatives, Minimal Risk Investment Strategies and insurance advice. Both are conservative financial advisors that strive to make a difference in their clients lives. 

We are dedicated to developing lasting relationships with all of our clients. We believe in helping you assess your financial goals and objectives and participate in the management of your portfolio and/or retirement income strategies. One of the benefits of working with CRIS Financial, is our ability to provide clear and easily understood explanations of financial products and services that we recommend. Our personalized program will provide a roadmap toward a more secure financial future.

We're looking forward to using our expertise to help you identify and pursue your financial goals for a long, enjoyable retirement.  Don't You at least owe it to yourself to see what John and Jim can offer that makes them unique and different from all the advisors that give the same old advice?  Give them a call today.  Planning For Tomorrow...Today!