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. He is an active member of the Faison Center's Junior Board.
Education:
Washington & Lee University
Community Engagement:
Board Member with the Faison School
Junior Board Member with the Faison Center
Series 7 - General Securities Representative Examination
Series 66 - Uniform Combined State Law Examination
Series 24 - General Securities Principal Examination