The cornerstone of Jimmy’s practice is to help people by solving their problems and contributing to their growth and success. His 50 years of legal experience is complemented by an in-depth background in finance, including a number of years working for the IRS as a Revenue Agent and Tax Law Specialist, as well as several years as an investment banker at Legg Mason.

With a commitment that the client’s interests always come first, Jimmy takes ownership of and responsibility for their issues and sees them through to resolution. This contributes to the fact he has many long-standing clients, some dating back to the 1970s. Jimmy, who is also a Certified Public Accountant, concentrates his practice on tax, corporate, securities, business and succession planning, and estate planning. He is especially interested in helping successful businesses and individuals where there are challenges in overcoming difficult ownership and family situations.