James A. Werner, CFP®

James A. Werner, CFP®

James Werner joined Waverly Advisors in June of 2023 after Silicon Hills Wealth Management, the firm he co-founded with Tom Brown, was acquired by Waverly Advisors, LLC.  He serves as a Partner and Wealth Advisor at Waverly.  James is a Certified Financial Planner with over 25 years’ experience in wealth management and personal financial planning.  He finds being included in the important financial decisions his clients face and helping them navigate through difficult financial decisions extremely rewarding.

James considers himself an introvert by nature but enjoys public speaking and performing.  He loves to play games with the family, sing karaoke with friends, and enjoys watching and playing almost any sport. He was crowned national champion bowler at the University of Texas in his sophomore year and won the last Texas Exes bowling tournament in 2019.  No official date has been announced for his retirement from the sport, as they have yet to light the Tower in his honor.



  • BBA in Finance
    University of Texas at Austin
  • BBA in Economics
    University of Texas at Austin

Professional Affiliations

  • Charter member of The AGC “Advisor Growth Community”
  • eMoney Advisor – Advance Planning Committee Member

Community Involvement

  • Advisory Board member – University of Texas Gift Planning Advisory Council
  • Finance Committee Member – Sacred Heart Community Clinic

Ask Me About

  • Retirement Planning
  • Estate Review
  • Generational Wealth Planning
  • Charitable & Family Gifting