Jimmy’s faith and desire to surround himself with positive relationships is what has shaped him and what he believes brought him into the financial industry. He loves how unique each client’s stories are and he takes pride in providing tailored investment strategies and preparing financial roadmaps.
Jimmy grew up learning about running a small business from his family’s pharmacy business. This inspired him to earn an associate degree in business from Roane State Community College, and then later, a bachelor degree in economics from Tennessee Tech University. Upon his graduation in 2011, a family friend recruited Jimmy to work at Edward Jones. This experience solidified his interest financial advising. At the close of 2016, Jimmy joined our group of independent advisors. He says he is very happy to be a part of this family! “My goal is to improve my clients’ financial lives so they can focus on things that are most important to them. I am a big Dave Ramsey Fan! I enjoy using Dave’s simple principles to help create customized plans for each client.” Jimmy stated.
Because of how Dave’s principals helped Jimmy better manage his own finances, he likes show clients how to implement them into their life. He comments, “It’s all about building a stable foundation, understanding your risk tolerance, developing a financial plan, sticking to it, then monitoring and making adjustments along the way.”
When not at the office or in a client meeting, you can find Jimmy hanging out with his wife and daughter! In his leisure time, Jimmy loves to golf. He also enjoys watching UT football and basketball as well as the occasional session of target practice.