Jimmy loves what he does. As a career wealth management professional, he has built a career around helping client’s better define their goals and then to build a roadmap to get there. His approach is rooted in a firm understanding that every customer’s situation is unique and that to provide truly meaningful solutions, he needs to invest the time to get to know them as individuals. As a result, Jimmy is able to bring the full extent of Stock Yards Bank and Trust wealth management resources to build a customized, holistic plan that considers their specific needs. Having worked for large wealth management companies, Jimmy knows that one size does not fit all and that the right way to serve customers is to listen carefully and develop plans that support their long-term goals.
A Louisville native, Jimmy graduated from the University of Louisville with a BS in Finance. He has worked extensively in the banking industry, supporting local businesses and their owners, eventually moving into the wealth management business when he recognized that he could better serve his customers by focusing on developing comprehensive wealth strategies. Jimmy, his wife Katie, and his two young daughters live in the LaGrange area.