Jimmy has never met a stranger. His focus begins with discerning each client’s risk tolerance to establish parameters for investments. This cornerstone approach has been his hallmark. Jimmy believes in offering quality investment ideas to achieve each client’s goals. He has extensive experience in giving practical advice to assist clients with every facet of their financial plan. His goal is to gain trust and to help provide an enjoyable atmosphere in an arena that is extremely personal and of utmost importance.
Jimmy spent his first career as a PGA Golf Professional at USM’s Van Hook Golf Course. At age 42 he determined that a change of careers into the financial world was the right path. He started with Edward Jones, then transferred to LPL Financial. After 15 years with LPL, he moved in with Kevin and Andy at Simplified Wealth Management in the fall of 2020.
Jimmy’s personal life begins with his family. Felecia Lott became his bride in 1983 and they have two children together. His son, Jace, died at the age of 23. Jimmy is a proud Grandfather to his daughter, Susanna, and her husband Eric's son. Jimmy is extremely involved at Oak Grove United Methodist Church. He is actively involved in the community with the Hub City Parrotheads, a local Bourbon Tasting Society, and also gives occasional golf lessons.