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Empowering You to Make Educated Decisions.

About Jamie

Jamie is the Managing Partner and Wealth Advisor at Carson Wealth. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and truly enjoys working with families to create a plan to match their legacy goals. She also works with Carson Group, as the Senior Vice President of Strategic Projects.

Jamie believes in helping her clients by listening attentively to their needs and understanding their financial goals along with identifying their concerns. Jamie’s mission is to help her clients attain financial freedom by spending time with them to truly understand their financial picture. Jamie’s absolute dedication to her craft and, by extension, to the livelihood of her clients, inspires our clients’ loyalty to her. Jamie has served clients for over twenty years, working with multigenerational families helping them to understand the full impact of their decisions. Jamie has worked with many families through life’s transitions such as the loss of their spouse, divorce, and financial reset. She states, “Working with clients in transition, is the most valuable service a wealth advisor provides.”

Jamie received her bachelor’s degree from the University of Oklahoma and her master’s degree from West Texas A&M University. In her free time, Jamie enjoys spending time with her husband, Mike, mountain biking and hiking. Jamie has 3 grown children, Kate, Kent, and Kylan and is the proudest Yaya to Paige, Reed, and Calliel! Jamie is the past Board President of Eveline Rivers’ Sunshine Cottage and enjoys participating in many local charities’ half marathons, 5K walks, or bike challenges.

Jamie is a non-registered associate of Cetera Advisor Networks LLC.

Biggest accomplishment:

Raised 3 successful and happy children

Best piece of financial advice received:

It is really important to be consistent in your savings and to always increase when you can.

Something on Jamie’s bucket list:

Ride in a hot air balloon over Sonoma Valley

Favorite food:

A great steak!

Hidden talent:

Jamie can decorate cakes

Favorite book:

The Ultimate Gift

Favorite movie:

Sound of Music

What motivates Jamie:

Exceeding people’s expectations

Favorite Holiday:

Christmas

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