CEO of Wealth Consulting Group
Jimmy is the Founder and CEO of The Wealth Consulting Group (WCG). He began his career in 1995 after graduating from college. He was self-employed from the very beginning and has grown WCG as an entrepreneur into a wealth management firm with a national presence. After almost two decades of managing branch offices and supervising other financial advisors for two Fortune 100 financial companies, Jimmy founded WCG's current business as a SEC Registered Investment Advisor (RIA) in Oct. 2014. He also became affiliated with LPL Financial for brokerage services. The Financial Advisor publication recognized WCG as the 5th fastest growing RIA in 2016 and by Investment News for Excellence in Diversity and Inclusion in 2018*.
The financial media call on Jimmy for his knowledge in investing and the advisory industry. He appears regularly on CNBC, Fox Business, Yahoo Finance, and TD Ameritrade. He has been profiled and quoted in the Wall St. Journal, Marketwatch, Bloomberg, Financial Planning, Forbes, and many other financial publications.
Jimmy is grateful for his teammates at WCG and the firm's clients. "I am proud of the company that we have. At the core are many good people with great values who try hard to help our clients in any way they can. I believe that we are making a real difference in people's lives and the many communities that we serve. My goals are to continuously learn, get better, and to make a difference in as many lives as I can."
Jimmy lives in Las Vegas, where he helped start the WCG Academy of Business and Entrepreneurship at Faith Lutheran High School. He supports the UNLV Foundation and other charitable organizations.