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 have diverse backgrounds where many have sold businesses or worked in a rapidly growing tech industry. He not only serves his own clients nationwide, but also educates and advisors on cutting-edge solutions. A former member of Forum 400 and a Million Dollar Round Table qualifier, Jamie has built strong industry relationships and remains active by hosting exclusive peer group meetings. His expertise has earned him a seat on the advistory board of one of the nation's largest life insurance carriers.