Sr. Lead Planner
Jamie is a Sr. Lead Planner, CFA Level II candidate, and holds his CERTIFIED FINANCIAL PLANNER™ designation. Jamie has over 5 years of experience working with clients to help them reach their financial goals. He has a passion for helping clients through the financial planning process and assisting them with their financial plan. Outside of work Jamie enjoys spending time with his wife, daughter, dogs, and cat. His favorite place to vacation is DisneyWorld in Orlando, Florida.
Education: University of California Santa Barbara (BS)
“When there are multiple solutions to a problem, choose the simplest one.” - John Bogle
Get to know Jamie
One of my happiest memories is my wedding day.
I enjoy running through the happiest place on earth.
The best thing in my life is holding the newest addition to our family, my beautiful daughter.
My family supports my Vikings pride including our rescue animals.
What's the last book you read?
Sapiens by Yuval Noah Harari
What are you currently watching on Netflix?
If you could visit anywhere in the world you've never been, where would you go?
If you could be an animal, which would you be?