As a 30-year financial services professional, Jamie has worked closely with

successful business professionals and high-net-worth investors his entire career.

He understands the time commitment and effort it takes to be successful. Time is

valuable, and unfortunately, a limited commodity. All too often, Jamie has seen

devotion to developing a successful career while trying to balance family and life

issues come at the cost of neglecting one’s own financial wellbeing. He has been

there himself. Life goes by quickly—don’t let lack of attention allow time and risk

to rob you of your financial security and all the things you’ve worked so hard to

accomplish. Jamie can help you formulate and execute a plan to make sure your

hard work today is preserved and hopefully enhanced in the future.