Chris earned his Bachelor’s degree in Finance at Mississippi State University and then obtained a Master of Science degree in Finance from Louisiana State University. Chris has successfully passed the CFA® Level 1 exam and is in pursuit of Level II. Chris joined Wealth Enhancement in 2024. During his free time, Chris enjoys spending time with his golden retriever, Fletcher, as well as fishing, golfing, and live music.

Jimmy is responsible for portfolio management, reporting, and trade processing. Prior to his current role, he developed an appetite for finance working at Loring, Wolcott & Coolidge Trust, LLC as an Investment Analyst. At LWC he provided rebalancing, performance and attribution analysis, and trading support. He is a CFA Charterholder and a member of the CFA Society Boston. Outside of work, Jimmy’s hobbies include traveling, cooking, and golfing.