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Wealth Designed. Life Defined.

Meet Jamie

 

Jamie aims to provide friendly, positive communication to our clients.

Jamie holds a bachelor’s degree in accounting from Loras College. Prior to working at Carson Wealth, she spent 10 years at a car dealership, 10 years working for a broker-dealer in Cedar Rapids and five years as a registered sales assistant. She holds Series 7, 24, 63, and 65 registrations and a State of Iowa insurance license, and she is a notary.

Jamie enjoys spending time with her family – her husband, two sons, two daughters and grandkids – as well as bonfires and decorating for holidays.