At the age of 4, Jamie unofficially began his career by helping his father put together marketing folders. Now, after being licensed for over 20 years, Jamie has become a seasoned veteran and has a deep desire to provide his clients with the best possible solutions. He has dedicated his career to assisting high net worth families in planning for a brighter future. Jamie can also aid businesses in rewarding and retaining their top-performing employees using sophisticated planning techniques.

Not only does Jamie take pleasure in working with his own high net worth clients throughout the nation, but he also shares his cutting-edge solutions with other advisors across the country. By empowering other advisors with the necessary tools and knowledge, Jamie and his team are ensuring the continued success of their most valuable clients.

As a former member of the distinguished Forum 400, Jamie’s production has also qualified him for the Million Dollar Round Table. He has forged relationships with some of the preeminent thought leaders and producers in the industry. Jamie continues to stay active in the industry by hosting and attending invitation-only peer group meetings from coast to coast, in an effort to continuously grow as an industry leader. For that reason, he has been nominated and serves on the advisory board for one of the country’s largest life insurance carriers.