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Jimmy (Jimmy) Menis

Financial Planner, Investment Advisor Representative

Biography

Having been in the industry for 16 years, my team and I at Risen Wealth Management Group started in this business as a way to help people. From changing careers, the financial services industry allowed me to spend time with people and help them plan for their financial goals.

Taking a complicated situation, figuring out a solution for the client’s need, then explaining the solution in a language that my clients can understand is the most rewarding part about my role as a financial professional. Being able to fully walk them through the process and provide that education is what matters most to me. We are continuing to build out a holistic planning practice that can help anyone in our community. We want to present solutions for people that get them to where they want to be.

While in this industry, I’m very proud to have been awarded the Million Dollar Round Table award (2009, 2011, 2012, 2015) and achieving Leaders Conference with MetLife (2007, 2008, 2010, 2011, 2014, 2015). I am also an active member with NAIFA, serve on the board for Statesville Christian School and have always loved coaching sports to the youth in my community.

On a more personal note, I’m blessed with an amazing family – my wife Denika of 25 years and two kids, Jamie and Jasmine. I love spending time with my children and watching them excel in their extracurricular activities.

Focus Areas

  • Insurance Strategies

Languages

  • English

CRN202211-273962

Check the background of this investment professional on FINRA's BrokerCheck