Empowering You to Make Educated Decisions.
“I oversee our Wealth Enhancement Team comprised of CERTIFIED FINANCIAL PLANNER™ certificants, Wealth Advisors and CPAs. I truly enjoy working with families to create a plan to match their legacy goals.”
Jamie also works with Carson Group offices helping them onboard as a hybrid RIA office.
Jamie is a CERTIFIED FINANCIAL PLANNER™ certificant. She 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 and peace of mind by spending time with them to truly understand their financial picture. She runs a tight ship – no loose threads running amok here – but it’s her absolute dedication to her craft and, by extension, to the livelihood of her clients, which inspires our clients’ loyalty to her.
Jamie received her bachelor’s degree from the University of Oklahoma and her masters from West Texas A&M University.
In her free time, Jamie enjoys spending time with her husband, Mike, mountain biking and spending time outdoors. Jamie has 3 grown children, Kate, Kent, and Kylan and is anxiously awaiting grandkids! Jamie also serves on the Board of Eveline Rivers Sunshine Cottage.
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
A great steak!
Jamie can decorate cakes
The Ultimate Gift
Sound of Music
What motivates Jamie:
Exceeding people’s expectations