Jimmy Sutch, MBA, CFP®
Partner | Advisor
Jimmy helps people build and preserve wealth through financial planning and investment management solutions. Prior to merging with HPM, he worked at Wells Fargo Advisors where he performed multiple roles in financial planning and portfolio management as First Vice President – Investment Management.
Jimmy was a student athlete at Shepherd University as a member of the football team. He graduated with a Bachelor of Science. A few years later, he completed his Master of Business Administration (MBA). Jimmy is also a CERTIFIED FINANCIAL PLANNER® professional.
Outside the office, Jimmy spends his time in the community, coaching youth sports. He also recently served as treasurer of the Shepherd University Athletic Club.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.