A lifetime resident of Lafayette, Jimmy graduated from the University of Louisiana at Lafayette with a Bachelor of Science degree in Business Administration, with a major in Accounting. He passed the Uniform Certified Public Accountants exam the next year, and has been in public accounting since. Jimmy specializes in working with closely held companies and their owners, and provides his clients with comprehensive financial services including estate planning, business succession planning, retirement planning, tax, and management advisory services.
Jimmy is a Registered Representative of LPL Financial (Member FINRA & SPIC) and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He is affiliated with the Cornerstone Financial Group, Inc. and has access to offer a broad menu of financial products and services, including stocks, bonds, mutual funds, separately managed accounts (SMA’s), life, health, and accident insurance, as well as variable life insurance and annuities.
Over the years Jimmy has been active in many civic, church, professional, and non-profit activities as a volunteer and board member. He is a past president of the Boys & Girls Clubs of Acadiana, the Sertoma Club of Lafayette, and the Lafayette Chapter of the Society of Louisiana CPAs.
He has four children: Jimmy Jr., Patrick, Michael, and Craig. He and his wife Debbie live in Lafayette.
You can reach Jimmy at: [email protected]