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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Jimmy Burgess, Client Advisory Services Manager, began his career in 2013. He has developed extensive expertise while also taking on a leadership role in the firm’s professional development program.
Specializing in financial reporting, Jimmy provides comprehensive outsourced accounting services to clients. He focuses on software training and implementation, new business consulting, and general accounting guidance. Jimmy values the relationships he builds with both colleagues and clients and finds satisfaction in witnessing the growth and progression of the businesses he supports.
Jimmy lives in Elkhorn, Nebraska, with his wife Sarah and their four children: Natalie, Leo, Maximilian, and Mariella. Outside the office, he volunteers as a youth sports coach and can be found playing pickup basketball, golfing, and attending sporting events with his kids.