Jimmy's journey in the world of finance began after a six-year stint in commercial real estate. In 2001, he joined Perryman Financial, and it didn't take long for him to discover the true essence of his work. For Jimmy, there's nothing quite as gratifying as assisting clients in achieving their dreams and boosting their confidence in their financial future.For him, being a Certified Financial Planner
is much more than just crafting investment portfolios and giving financial advice. It's about building strong connections with each client, helping them see clearly and stay organized with their money matters, coming up with strategies that empower them to reach their goals, and giving them sensible advice to keep emotions in check when making financial decisions.Jimmy has a solid reputation in the industry. He has been acknowledged as one of the “Best Financial Planners in Dallas” by D Magazine consistently from 2004 to 2023. He has also been published in The Dallas Morning News and MONEY® Magazine and has served on the Board of Directors of the DFW Financial Planning Association.
Beyond his professional life, Jimmy finds his most fulfilling commitments in his community, church, and family. He has served as the President of the Addison Rotary Club and as a board member of the Ronald McDonald House of Dallas. Jimmy graduated from Abilene Christian University where he met his wife, Alisa. They have two children and live in Dallas.