135 W North St., Ste. 1
Brighton , MI 48116
phone: Show Phone

Jimmie, a CERTIFIED FINANCIAL PLANNER® (CFP®) Professional, is passionate about educating and inspiring his clients to make informed financial decisions. His collegiate career included athletic coaches who created a clear vision and brought the best from their teams. Jimmie believes that financial coaching can do the same for individuals and families. Jimmie is passionate about working to inspire people to take the initiative on financial strategies for themselves and their loved ones. It is especially rewarding for him to help clients create paths toward reducing debt like student loans, having proper insurance coverage, building wealth, and experience the thrill of seeing their wealth-building goals become a reality leading up to and while in retirement. In the financial services industry and a member of the Executive Wealth Management team since 2011, his goal is to educate his clients on the markets, strategies to maximize what they have saved already, and work toward helping them become and remain financially sound. With that vital foundation, his clients are positioned to work towards achieving their goals, both quantitatively and qualitatively. This foundation of educating, inspiring, and equipping is what his clients can expect from Jimmie. On April 4, 2020, Jimmie was married to his best friend, Sydney, and they enjoy living in New Hudson, MI, with their Cavapoo puppy, Chief. Jimmie enjoys all sports and being outside; fishing, hunting, hiking, bike riding, and free time with a continually expanding group of family members and friends.