Get to know us
Describe your perfect day?
My perfect day starts with having a relaxed morning at home with my wife and 2 kids, going to the pool for a few hours, and later on getting together with extended family for a BBQ and watching a BYU football game.
What do you most like about your job?
I love helping people feel more confident in their finances and make meaningful progress towards their financial goals.
Surprise us, something we don't know about you?
I went on roadtrip from Utah to Alaska!
How long have you worked in Financial Services?
11+ years

With over 11 years of experience in financial services, Jimmy is passionate about helping clients feel confident in their finances and make meaningful progress towards their goals. He loves working with clients in all stages of their financial journey, and helping translate a complex financial picture into simple, actionable steps. Jimmy Started his career at Vanguard developing a strong foundation in investments. Before joining Domain Money, he served as a Senior Advisor at a firm specializing in tech industry clients, where he gained deep expertise in navigating complex equity compensation and supporting professionals through career transitions and wealth-building. Outside of work, Jimmy treasures time with his wife and two young children, composes original piano music, and enjoys audiobooks in self-development and fantasy genres.
Bachelors of Science in Finance from Brigham Young University CFP® Certification
Equity Compensation, Tax Planning, Investments, Debt Management, Budgeting
Senior Advisor with Northstar
Our team of experts can help you deliver world class financial plans to your clients.

CFP® professional

CFP® professional

CFP® professional

CFP® professional

CFP® professional

CFP® professional

CFP® professional

CFP® professional
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CFP® professional

CFP® professional
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CFP® professional

CFP® professional

CFP® professional

CFP® professional

CFP® professional