Jimmy found a passion for helping others with their financial goals while attending college in Anchorage Alaska. Starting his career with Waddell & Reed in 2000, he quickly became the manager for the Wasilla office and then moved to Denver Colorado with the company to manage the office in Cherry Creek.
In 2006, Jimmy decided to go out on his own with a group of advisors and become an independent advisor with ING Financial Partners. This allowed the freedom to provide products that were in the best interest of his clients and also start a fee based practice.
In 2015 Jimmy moved to Intervest International as his new Broker Dealer and founded Baobab Wealth Management, an Independent fee based financial advisory practice. At Baobab Wealth, Jimmy specialized in retirement planning and income solutions for his clients. A financial plan is at the heart of every client relationship.
Jimmy holds the Series 7 & 66 securities licenses as well as life, health and variable insurance licenses. Jimmy also holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning.
Born in Livingstone Zambia, Jimmy was introduced to a global adventure traveling lifestyle early in his life. Both of his parents (Jim & Sue) enjoyed world travel and Jimmy’s father specialized in setting up sewing factories around the world to manufacture clothing.
After Africa, the Miller family moved to the Phillipines where it grew by two (Laurie & Matt). From there to Port-au-Prince Haiti and then Hong Kong. While living in Hong Kong, Jimmy became one of the youngest Boy Scouts to ever attain the rank of Eagle Scout.
Jimmy went to high school in Michigan and following his father’s passion for the outdoors, developed a love of the outdoors as well. Jimmy had always dreamed of living and working in Alaska so after high school Jimmy moved to Anchorage for his Undergraduate degree in Business Management.
Jimmy is happily married to Sonja, whom he met while climbing Mt Kilimanjaro in 2015. Hendrik was born in September of 2017 in Hawaii and like his parents, already an avid traveller having visited 4 continents before the age of 1.
Jimmy at 6 months old in Zambia.
Jimmy at 4 years old in the Phillipines.
Jimmy with his Mom, Brother and Sister in Hong Kong.
Jimmy in High School in Michigan.
When not working on a financial plan, you will usually find Jimmy with his family or his clients enjoying the great outdoors! Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailer and world traveler! Jimmy also enjoys volunteering his time with the Boy Scouts of America as a troop leader.
This picture is of Jimmy trekking across the Wadi Rum Desert in Jordan with a camel.