Jimmy brings over a decade of experience in the financial services industry, with a strong focus on portfolio management and financial planning.  As a Chartered Financial Analyst, Jimmy has completed one of the most rigorous and globally respected programs in investment management, demonstrating a deep commitment to analytical excellence, ethical standards, and long-term client success.

Jimmy’s passion for investing and disciplined decision-making is rooted in both education and real-world experience. He earned his Bachelor’s degree in Industrial Engineering from Kansas State University, with a minor in Economics, giving him a strong foundation in problem-solving, data analysis, and economic principles that translate seamlessly into portfolio strategy and financial planning.

Before entering the financial industry, Jimmy spent four years as a field engineer in the oil and gas industry, working in Prudhoe Bay, Alaska. That experience shaped his work ethic, attention to detail, and appreciation for thoughtful planning in complex, high-stakes environments — qualities he now brings to every client relationship. In addition, Jimmy has firsthand experience owning and operating a business, giving him a practical understanding of the challenges and opportunities entrepreneurs face when building something from the ground up.

Jimmy is passionate about helping individuals and families build confidence in their financial future through disciplined investment management, thoughtful planning, and clear communication. He believes successful financial strategies are built not only on numbers, but on trust, education, and long-term partnership.  

Outside of the office, Jimmy enjoys spending time with his wife, Kelley, and their two children, Teddy and Lydia. They are members of New Life CityChurch of Kansas City.  He stays busy with house projects, golfing, fishing, board games, and cheering on Mavs volleyball — a club he co-owns and operates with Kelley — always appreciating time spent with family and friends.