After spending six years in commercial real estate, Jimmy joined PFA in 2001 and quickly realized there is nothing more rewarding than to help clients realize their dreams and to feel more confident about their future. He considers being a Certified Financial Planner™ much more than designing portfolios or making investment recommendations. It’s building a relationship with each client, helping to bring order to their financial life, creating a strategy that empowers them to pursue their goals, and helping them to avoid emotionally driven decisions in important money matters. Jimmy specializes in working with clients who have come into sudden money as result of divorce, death, inheritance