Jimmy specializes in helping employers build and manage retirement plans that support both their business and their employees. He works with clients on plan strategy, fiduciary responsibilities, investment oversight, benchmarking, and participant education, while collaborating with intellicents’ wealth management professionals to connect business owners and plan participants with personalized financial planning and investment advice.

His background spans retirement plan consulting, financial services, HR technology consulting, property and casualty insurance, and business development. That range of experience gives Jimmy a broader understanding of the challenges employers face and helps him pair technical expertise with a relationship-first approach to client service.