Jamie has over 20 years of experience helping high-net-worth families plan for a secure future and assisting businesses in retaining top talent through advanced financial strategies. His clients come from diverse backgrounds, with many having sold businesses or built careers in rapidly growing technology industries.

In addition to serving clients nationwide, Jamie educates and advises financial professionals on cutting-edge planning solutions. A former member of Forum 400 and a Million Dollar Round Table qualifier, he has built strong industry relationships and remains actively involved by hosting exclusive peer group meetings.

His expertise has earned him a seat on the advisory board of one of the nation's largest life insurance carriers.