Jim Carlton
Jim began his career as a financial consultant at Merril Lynch more than 40 years ago. He continued his career with Stifel before becoming chief investment officer at Clayton Asset Management and Clayton Equity Partners hedge fund. He joined Sterling Bank in Houston in 2001 and eventually became Senior Vice President and Manager of Sterling Bank’s Private Client Services. He and his team launched CHJ Wealth Management in The Woodlands, Texas in 2010 where he is the Managing Director.
Jim enjoys playing golf with his wife Florence and loves being able to spend time with his kids and grandkids whenever possible.
Hunter Hernandez CFP®
Hunter is the Co-Managing Member at CHJ Wealth Management, where he has been part of the team since its founding in 2010. He is a CERTIFIED FINANCIAL PLANNER® practitioner with over 20 years of experience in the financial services industry. He specializes in working closely with clients to establish their financial goals and develop comprehensive financial plans. Hunter takes a hands-on approach to client relationships, guiding them through plan implementation and ongoing monitoring as their needs evolve over time.
When he's not helping clients secure their financial futures, Hunter enjoys spending quality time with his family & friends, playing golf, working out and cheering on his son at baseball games.
John Sinitiere
John is the Chief Compliance Officer and Director of Operations at CHJ Wealth Management, where he has been part of the team since its founding in 2010. With over 27 years of experience in the financial services industry, he ensures the firm meets SEC regulations while maintaining strong compliance programs that protect clients and support the firm’s mission. John’s work helps foster a culture of integrity and operational excellence across the organization.
Outside of work, John enjoys spending time with his partner and their two rescue dogs, Jack and Juno.
Matt Clark
Matt is a portfolio manager with a disciplined, research-driven approach to investing. He focuses on building and maintaining portfolios that reflect each client’s risk tolerance, long-term goals, and overall financial plan. Matt has a passion for cost-efficient, tax-aware portfolio management and works to ensure every investment decision is grounded in discipline and aligned with the bigger picture of helping clients stay confident through changing markets.
In college, Matt played baseball at Southwestern University in Georgetown, Texas. In his spare time, he enjoys being with his wife and two children and cheering on his beloved Astros.
Mike Smith CPA
Mike is a financial advisor and CPA with over 13 years of experience. He has a passion for guiding businesses and families through complex financial decisions. He is recognized for his patient, thoughtful approach and his ability to simplify complexity into clear, practical steps. His work centers on helping clients move from hesitation to confident action, building strategies that align with both their financial goals and life priorities.
When he is not working with clients, Mike loves afternoons at the playground with his kids, trying out new dishes in the kitchen, and a good board game with family and friends.