Wealth Designed. Life Defined.

About 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 and 63 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 grandson – as well as bonfires and decorating for holidays.

Jamie is a non-producing registered representative of Cetera Advisor Networks, LLC.

Favorite food:

Baked potato

Favorite Quote:

Sometimes the heart sees what is invisible to the eye.

Favorite Movie:

“Just Go With It”

Favorite Holiday:


Place I’d most like to visit:

Biltmore Winery & Vineyard, Mackinac Island

My biggest accomplishment:

My kids

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