Jimmy has been in the financial services industry for twelve years. He went to school to become a teacher but decided to transfer those skills into the financial services space, helping people save for their future and prepare to retire.
Far from a one trick pony Jimmy and his team provide full-scope retirement planning that doesn’t stop at wealth management. From health to wealth, they are determined to walk their clients through every step of the process, putting client needs above all else. Jimmy builds customized financial plans for clients that focus on meeting their financial needs through all phases of life accumulation, preservation, and distribution.
Outside of the office, Jimmy enjoys spending time with his wife, Michelle, and their fur baby, Kooba. He stays active by going to the gym and being outdoors. He’s a devout Christian & member at Faith Baptist Church.
Services Include:
- Financial Planning
- Investment planning
- Retirement Planning
- Wealth Transfer
- Estate Planning
- Medicare Planning
- Social Security Planning
- Income Planning
- Pension Planning
- Legacy Planning
- Life Insurance/Protection Planning
- Extended Care Planning
Jimmy’s Credentials:
- Western Connecticut State University, degree in professional writing
- Secretary of Middletown Lions Club
- Accredited Investment Fiduciary® (AIF®)
- Eight-Time Million Dollar Round Table Qualifier (MDRT)
- Certified Long Term Care Consultant (CLTC)
- Series 6, 7, 63 and 65 licenses