Jimmy found a passion for helping others with their financial goals while attending college in Anchorage Alaska. Starting his career with Waddell & Reed in 2000, he quickly became the manager for the Wasilla office and then moved to Denver Colorado with the company to manage the office in Cherry Creek. In 2006, Jimmy decided to go out on his own with a group of advisors and become an independent advisor with ING Financial Partners. This allowed the freedom to provide products that were in the best interest of his clients and also start a fee-based practice.
In 2015, Jimmy moved to Intervest International as his new Broker Dealer and founded Baobab Wealth Management, an Independent fee-based financial advisory practice. At Baobab Wealth, Jimmy specialized in retirement planning and income solutions for his clients. A financial plan is at the heart of every client relationship.
Jimmy holds the Series 7 & 66 securities licenses as well as life, health and variable insurance licenses. Jimmy also holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning.