Jimmie is a dedicated financial professional passionate about educating his clients and inspiring them to make informed decisions. He helps them create financial paths they may not have realized were possible. By developing customized financial plans, Jimmie guides his clients toward their goals of building wealth for retirement and achieving the proper income during retirement. Drawing on lessons from his collegiate sports experience, he adopts a coaching mindset in financial planning, with the goal of empowering clients to work towards reaching their full potential. Before joining EP Wealth, Jimmie served as Director and Senior Private Wealth Advisor at Executive Wealth Management, work