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Founder
- CRPC®
- CMFC®
- Fee-Only Fiduciary
Founder and lead advisor helping globally minded families build tax-smart retirement income.
Jimmy, founder of Baobab Wealth Management, works with individuals and families to create financial plans that address their individual situations. He holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations from the College for Financial Planning. When not working on a financial plan, you can find Jimmy with his wife, Sonja, and his son, Hendrik, or his clients enjoying the great outdoors.
Jimmy is an avid fisherman, hunter, scuba diver, mountain climber, sailor, and world traveler!