Jimmy Boese
Wealth Advisor @ Mariner
- Role
- Wealth Advisor at Mariner
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Jimmy Boese
As a fiduciary, I guide HNW clients and simplify the complexities of tax planning, estate…
Experience
Wealth Advisor
Nov 2023 — Present · Omaha, NE, US
As a fiduciary, I guide HNW clients and simplify the complexities of tax planning, estate planning, investment management, and all other aspects of retirement and legacy planning.I’ve held multiple roles within the financial industry since beginning my career in 2008. This has given me a deep understanding of differing views and perspectives among many financial planning professionals. I am a CERTIFIED FINANCIAL PLANNER™ and have earned a Master\'s Degree in Finance.If you are looking for a trusted partner with access to specialty resources, I would be glad to chat.
Education
Community College of the Air Force
Associate’s Degree, Applied Electronics
2004 — 2006
Bellevue University
Master of Science (MS), Finance - Strategic Leadership of Value and Risk
2012 — 2015
Bellevue University
Bachelor’s Degree, Marketing Management
2007 — 2010
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