About Texas Financial and Retirement
Our Staff has about 100 years of experience helping to meet people's financial and retirement dreams!
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound fiancial information.
James R. Holloway - Senior Partner
For the past 30 years James has helped clients to define and achieve financial and retirement goals and dreams. His mission is to continue to help clients create and grow wealth, protect and preserve their life savings and plan for the distribution of their estate in the most tax efficient manner.
James’ goal is for Texas Financial & Retirement to be the financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees.
He has received countless civic and professional awards and is recognized as a well known financial and retirement success educator. James can be seen periodically on various local news programs and is a proud member of the Better Business Bureau of East Texas as well as the Chamber of Commerce.
He holds a Bachelor’s and Master Degree from Stephen F. Austin and Our Lady of the Lake.
James lives on a small farm in Bullard with his wife Scheli and attends the Bullard Southern Baptist Church. He is a member of the Christian Hunters & Anglers Association and enjoys hunting, fishing, reading and spending time with his family, especially his grandchildren.
James and Erin Holloway - Partners
James Holloway Jr. and his wife Erin Holloway are second generation members of Texas Financial and Retirement. James Jr. has grown up in the Financial and Planning industry and believes strongly in the ideals that his father has employed to make Texas Financial and Retirement what it is today. They have helped hundreds of individuals retire successfully using principals they established with James Holloway Sr.
James and Erin are determined to help retirees preserve their nest egg and meet their financial goals for retirement. Specifically they developed a proprietary 3-Step Review process- a straightforward approach for assessing the impact of any major financial decisions, while helping people to make the best conclusions with the greatest impact in their retirement.
James and Erin were introduced while attending West Texas A & M University. James Jr. received a Bachelor’s of Science Degree and Erin advanced her education by receiving her Masters of Science Degree with Cum Laude honors. They married in 2001 and have worked side by side for over 10 years. They reside in Arp with their two children James Lee and KayLyn. James and Erin are both active members of Grace Community Church. James serves on the Board of the Tyler Area Senior Association while Erin serves her community through her involvement in Junior League. They support many local charities and organizations. James is an avid outdoors man, he loves to shoot skeet, long range shooting, hunt large game, as well as duck hunting. Outside of hunting season he and Erin can be found teaching their children to love the outdoors. Erin is passionate about horses, outdoors, gardening, and hunting alongside her husband and her family.
Alex Smith - Director of New Accounts and Investor Services
Alex oversees all daily activities involving the facilitation of client service requests for investment assets, as well as making sure that all new accounts are being processed correctly. She also tracks company goals and deadlines to ensure efficiency and productivity within the office.
Alex attended the University of Texas at Tyler and graduated with a Bachelors of Science with Magna Cum Laude honors. She resides in Tyler, Texas with her German Sheppard, Wyatt. In her spare time Alex is a dance instructor and choreographer. She also enjoys reading, spending time with family and friends, working out and participating in outdoor activities.
Lindsey Manley - Director of Communications and Marketing
Lindsey oversees all internal communications between Texas Financial and Retirement Clients and Prospective Clients. Client communication includes all correspondence, education and informational material as well as coordinating events. She is responsible for external communications and coordination with outside vendors, media and published materials. Lindsey is also responsible for data collection, analysis and special projects.
Lindsey attended Oklahoma University and was a member of the Upsilon Chapter of Alpha Gamma Delta. She graduated with a Bachelors of Arts Degree. She and her husband Paul were married in 2010 and reside in Tyler, Texas with their French bulldog, Phoebe. Lindsey enjoys baking, reading, arts & crafts, and skating with the East Texas Bombers Roller Derby Team.
Linda Holloway - Director of Client Relations and Operations
As Director of Client Relations, Linda assists clients with various service items and any additional requests in regards to their custom retirement plan. Linda tracks new account applications and outstanding service requests to assure they are taken care of in a timely matter. She also oversees client integration, annual reviews and our Administrative office.
Linda received her Bachelors of Science Degree from Stephen F. Austin University. She has been married to Lon Holloway for forty years and has one daughter Amanda who is completing her P.H.D. at Texas A &M University. Linda lives in Bullard and enjoys reading, cooking, and spending time with family and friends.