Jimmy is the Founder of GFO. He founded GFO with one purpose: to eliminate the Chaos of Complex Wealth for successful entrepreneurs and investors.

After 25 years working on Wall Street and founding his own registered investment advisor, Jimmy recognized that fragmented advice threatens legacy.  He founded GFO to extend the exclusive, institutional-grade strategies of his private family office—and his experience as an entrepreneur—to a select group of clients. He replaces the typical "advisor" model with the structural certainty required to turn a life’s vision into reality.

Jimmy holds the Chartered Retirement Planning Counselor (CRPC®) designation. A lifelong Miamian and member of The Golden Canes Society at the University of Miami, he lives in Coral Gables with his wife, Diane, and their two dogs, Pepper and Ziggy.