Jimmy joined Flynn Financial in June 2020 as an associate on the Retirement Team. As an Associate, Jimmy is dedicated to supporting our client’s retirement needs through collaboration with the Flynn Financial Team and the vendors we do business with. He is goal-oriented and always striving for the next challenge. Since joining Flynn Financial, he has completed the Securities Industries Essentials exam along with the Series 7 and Series 66. He currently has his sights set on the CPFA designation for the near future.
Jimmy values the family-oriented environment Flynn Financial provides as well as the opportunity to help people in any way he can. Some of his interests outside of the workplace are spending time with friends & family and watching sports. He also enjoys volunteering for the charity BakingMemories4Kids, which helps send children with life threatening illnesses on a trip of a lifetime to Disney World with their families for a fully paid for vacation.
Prior to joining Flynn Financial, he graduated Summa Cum Laude from SUNY Binghamton’s School of Management in May 2020, with a concentration in finance and management information systems. While studying finance and MIS he developed an interest in the finance industry and is now beginning his career at Flynn Financial with great drive and enthusiasm.
Jimmy is very excited to be at Flynn Financial, matching his values with his career path. He looks forward to all the challenges yet to come and all the great times that are around the corner.