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Jimmy works with clients to bring their goals to life through financial planning and investment management. He enjoys fostering those relationships through customized and personal service based around an individual’s needs.

Before joining HPM, Jimmy worked at Wells Fargo Advisors in multiple roles in wealth planning and investment strategies, serving as First Vice President – Investment Management. He has been a financial advisor since 2014.

Jimmy was a student-athlete at Shepherd University where he played 4 years on the football team. He graduated with a Bachelor of Science and again a few years later completed his Master of Business Administration (MBA). Jimmy currently serves as treasurer of the Shepherd University Athletic Club.

Jimmy now resides in Martinsburg, West Virigina with his wife Amber, and two sons, James and Thomas. When out of the office, Jimmy enjoys cheering on the Rams, chasing his sons, and spending time outdoors.