Jimmy brings nearly a decade of industry experience to the team and is a firm believer in Juno's mission of giving everyone an opportunity to retire when they want to - not when they have to. He enjoys sharing his knowledge with individuals who may not have had the chance to work with a financial advisor previously and seeing the benefit of well-designed financial plan.
Jimmy's greatest sense of accomplishment comes from developing a reputation for reliability with his clients, as he feels that establishing trust stems first from becoming a reliable resource.
Jimmy and his wife McLean have one daughter. He enjoys golf, hunting, and spending time with friends and family.
Education:
Washington & Lee University
Series 7 - General Securities Representative Examination
Series 66 - Uniform Combined State Law Examination
Series 24 - General Securities Principal Examination