Jimmy brings extensive experience in the wealth management industry to his role as a member of Kanawha's Investment Committee. His expertise lies in helping clients gain clarity and purpose around their finances. Jimmy holds several credentials, including the Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Plan Specialist® designations. His background and professional designations offer clients a comprehensive level of proficiency with investment management and financial planning, all working within the fiduciary standard of placing clients’ best interests first. Jimmy started his career with CNL Financial in Orlando, Florida, before moving to Richmond