James A. Plaskey, Jr., CFP®, CDFA®

Vice President, Advisor, Partner

Brighton, Michigan

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Jimmie helps individuals and families build financial plans designed to support their long-term goals and provide greater confidence as they prepare for retirement and navigate important life transitions.
Before joining EP Wealth, he served as a senior private wealth advisor and director at a wealth management firm. His experience includes working with individuals and families on comprehensive financial planning and complex financial decisions.He earned a B.A. in Business Administration and Financial Management from Hillsdale College and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designations.
With an educational and coaching-oriented approach, Jimmie works to make complex financial issues easier to understand by breaking them into clear choices and actionable steps. He believes preparation, accountability, and consistent follow-through can help clients make informed decisions and stay focused on their goals.
Jimmie lives in South Lyon, Michigan, with his wife, Sydney, their daughter, son, and their dog. He enjoys talking sports, the outdoors, fishing, and spending time with family and friends. He is actively involved in community and nonprofit service, including board service supporting Alzheimer’s awareness and local business initiatives.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Jimmie Plaskey, CFP®, CDFA®, walks...