James Groh, MBA
James Groh, MBA is a financial advisor at The Summit Group in San Antonio. Originally from Ohio, James Groh obtained his MBA from The University of Texas at San Antonio in 2012 and became a financial advisor shortly after graduation. Since then he has worked with a broad range of individual and business clients both in San Antonio and across the country providing advice regarding investments, insurance, and financial planning. He helps clients achieve financial goals like retirement, tax reduction, saving for a child’s education, and estate planning. James has his FINRA 66 license for investments and financial advice as well as his insurance license for life, health, disability, dental, vision, and long-term care insurance. He is not restricted to certain insurance companies or certain investment products but can recommend whatever is best for his clients.