Designations and Licenses

Jimmy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Jimmy provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Jimmy was a senior financial planner at Callahan Financial Planning. He worked directly with clients in a fiduciary capacity to develop, enact and monitor comprehensive financial plans and investment management.

Jimmy has a bachelor’s degree in marketing management and a master’s degree in finance, both from Bellevue University.

Personal Interests

Away from the office, Jimmy enjoys golf, exercise, and biking and hiking with his wife. Originally from Washington state, he is a fan of the Seattle Mariners and Seattle Seahawks.