Jimmy Siegel, CFP®, ChSNC®, CLTC in

Jimmy Siegel, CFP®, ChSNC®, CLTC

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Partner at Aspire Wealth Advisors
📍 Houston, Texas, United States

Jimmy Siegel is the CEO and Co-Founder of Aspire Wealth Advisors, a Northwestern Mutual firm recognized by Forbes as a Best-In-State Wealth Management Team. He is a Certified Financial Planner® who has been honored as a Top Next-Gen Wealth Advisor. He holds a Bachelor of Arts from Texas A&M University.

Jimmy is deeply committed to supporting The Arbor School, a Houston non-profit for children with special needs. He and his wife, Leslie, host an annual cornhole tournament that has become a significant community fundraiser, recently raising over $90,000 in its fifth year for a cause that is very important to their family.

His firm, Aspire Wealth Advisors, has been named a Houston Best Place to Work for several years.

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Experience
19 Years
Current Role
Partner
Location
Houston, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jimmy cares about

Wealth Management
As CEO of a wealth management firm, he specializes in financial planning for professionals, entrepreneurs, and multi-generational families, and has been recognized by Forbes for his work.
Special Needs Education
He passionately organizes an annual fundraiser for The Arbor School, a program for children with developmental delays, demonstrating a deep personal commitment to the cause.
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Career

Work history

5-2022
Partner
Aspire Wealth Advisors
7-2007
Financial Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2003 - 2007
Bachelor of Arts
Texas A&M University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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