I began my career as a financial advisor with Northwestern Mutual in 2010. My expertise includes comprehensive financial planning, life insurance planning, and investment management.
I work primarily with affluent families in the DC region who are focused on accumulating resources for their unique objectives by outlining a congruent and choreographed road map forward. I obtained my degree from George Mason University with a Bachelor of Science in Business Management.
Since graduating I've achieved the the CERTIFIED FINANCIAL PLANNER™ Professional certification and the ChFC® (Chartered Financial Consultant) designations from The American College of Financial Services along with completed the FINRA Series 6, 7, 63, and 65 securities licenses.
Jimmy joined the DC team in 2020. Jimmy and his wife J’nay have moved to Northern Virginia in 2010 and currently reside in Herndon, VA. Their home is currently growing with their son Jameson, their golden retriever Teddy, and the arrival of a newborn this fall. Jimmy is a loves spending time at home with his family, while sharing his passion for Pittsburgh’s sport teams and enthusiasm of wine. He is happy to bogey his way around the golf course any day.