As a Wealth Advisor and Financial Planner, Jimmy takes the time to understand each client’s goals and concerns, then applies both his expertise and the latest planning resources to build a retirement blueprint designed to bring clarity and confidence.
As a key member of our team, Jimmy plays a vital role in designing and implementing your Sterling R.I.G.H.T. Retirement Plan. His focus is on making sure your plan not only aligns with your goals but also works efficiently throughout your retirement years. From creating your personalized roadmap to implementing tailored investment strategies, Jimmy ensures that the entire process is seamless and stress-free. With his sharp attention to detail and genuine commitment to client care, Jimmy helps set the foundation for your retirement journey. By listening closely and carefully tailoring your plan, he makes sure you feel confident and supported as you enjoy your retirement.
Jimmy earned his bachelor’s degree in finance from Kent State University in Ohio before relocating to Palm Harbor with his wife in 2021. An avid golfer, he enjoys spending time on the course whenever possible. A lifelong sports fan, Jimmy proudly supports the Ohio State Buckeyes and the Cleveland Browns, and since settling in Florida, he has also developed an appreciation for the Tampa Bay Buccaneers.