James A. Plaskey, Jr., CFP®, CDFA®

Vice President, Advisor, Partner

Brighton, Michigan

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Jimmie helps clients build financial paths that support long-term goals and retirement confidence. He serves individuals and families with comprehensive planning across life transitions and complex decisions. He brings a coaching mindset that encourages steady progress.
Before EP Wealth, Jimmie served as a senior private wealth advisor and director at a wealth management firm. He earned a B.A. in Business Administration and Financial Management from Hillsdale College. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designations. He is active in community leadership, including board service supporting Alzheimer’s awareness and local business initiatives.
Jimmie’s approach is educational, organized, and encouraging. He breaks complex issues into clear choices and actionable steps. He believes confidence grows through preparation, accountability, and consistent follow-through.
Jimmie lives in South Lyon, Michigan, with his wife, Sydney, their daughter, and their dog. He enjoys the outdoors, fishing, hiking, and time with family and friends. He is deeply involved in community and nonprofit services.