Jimmy brings over 17 years of experience with one of the largest financial service firms in the country, Fidelity Investments. During his time at Fidelity, he served in a number of roles including Regional Trainer to Advisors on advanced financial planning concepts and strategies. Most recently, he spent eight years as a Vice President in Fidelity's Private Client Group. In this capacity, he advised high net worth families in building custumized plans around wealth accumulation, distribution and multi-generational transfer needs. He has vast experience in retirement income strategy, tax efficiency, risk management, asset protection and philanthropic, trust and estate plannning.
Jimmy recieved his Bachelors of Business Administration degree from the University of Texas at Austin in 1998 where he majored in Finance with minors in Accounting and Economics. He is a Certified Financial Planner Professional (CFP®) as well as an Accredited Estate Planner and (AEP) and Chartered Life Underwriter (CLU). He is a member of the Financial Planning Association and Dallas Estate Planning Council. He is also a MENSA member.
Jimmy's highest priorities are his ethics and transparency with his clients. He understands the tremendous responsibility and integrity required to oversee a family's personal wealth. The msot rewarding aspect of his career is the long standing relationships he builds with his clients. When a family trusts him as a planner, he gives them the same focus and attention he would his own family. He has a strong Christian faith and sees financial planning as part of his ministry to families, helping to preserve and protect their legacy.