Focus
Jimmy joined the firm in 2013 because he believed the work his father started was worth continuing. He and Bobby now lead the practice together, serving families who want someone to carry the financial weight so they can spend their attention on the people and purposes that matter most.
His work centers on financial planning, retirement income, and helping clients make decisions they feel confident about decades from now. He earned his bachelor’s and master’s in accountancy from the University of Missouri’s Trulaske College of Business and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations — credentials that translate, in his hands, into a planning-first way of working rather than a list on a wall.
Every relationship begins the same way: a conversation, a plan, and a commitment to let that plan live in every meeting that follows. For Jimmy, planning is not a product. It is the way he thinks about everything. He and the team were named to the Forbes Best-in-State Wealth Management Teams list in 2026. Jimmy was also named to the Forbes Best-in-State Next-Gen Wealth Advisors list in 2026.
Outside the Office
Jimmy and his wife, Abby Jane, are raising five children in the St. Louis area. Their household is loud, full, and exactly the way they want it. He is active in his parish and the schools his children attend, and on the rare quiet afternoon, you can find him on a golf course. Lifelong Cardinals fan. Proud Mizzou Tiger.
