James A. Plaskey, Jr., CFP®, CDFA®

Vice President, Partner

Brighton, Michigan

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Jimmie is a dedicated financial professional passionate about educating his clients and inspiring them to make informed decisions. He helps them create financial paths they may not have realized were possible. By developing customized financial plans, Jimmie guides his clients toward their goals of building wealth for retirement and achieving the proper income during retirement. Drawing on lessons from his collegiate sports experience, he adopts a coaching mindset in financial planning, with the goal of empowering clients to work towards reaching their full potential.
Before joining EP Wealth, Jimmie served as Director and Senior Private Wealth Advisor at Executive Wealth Management, working closely with clients to develop and implement comprehensive financial plans. His focus includes retirement planning, investment management, risk management, tax planning, estate planning, business succession planning, family office wealth management, charitable planning, retirement income planning, and divorce planning.
Jimmie holds a B.A. in Business Administration and Financial Management from Hillsdale College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Certified Divorce Financial Analyst (CDFA®).
Outside of his professional life, Jimmie is deeply committed to giving back and making a positive impact. He serves on the Board of Directors for the Alzheimer’s Association Michigan Chapter and is the Treasurer of the Board of the Brighton Chamber of Commerce. In 2020, he co-founded Team Suzy, a non-profit organization dedicated to assisting caregivers of individuals with Alzheimer's and other forms of dementia. Additionally, he actively supports Brother Rice High School and Hillsdale College as an alumnus. Jimmie resides in South Lyon, MI, with his wife, Sydney, their daughter, and their family dog. In his free time, Jimmie enjoys playing and talking about sports, being outdoors, fishing, hunting, hiking, and spending quality time with family and friends.