Advisor Profile

Jamie is a Senior Associate of Wealth Management with over six years of experience supporting high-net-worth clients and wealth advisors in the RIA space. Known for her professionalism, efficiency, and proactive approach, she plays an essential role in ensuring smooth operations and exceptional client experiences.

Throughout her career with respected firms such as Glass Jacobson Wealth Advisors and YHB Wealth Advisors, Jamie has developed a deep understanding of the client service side of wealth management - earning a reputation for being dependable, detail-oriented, and solutions-focused.

In her current role, Jamie provides critical administrative and operational support to advisors, enabling them to focus more fully on client relationships and strategic planning. She prides herself on anticipating needs, managing complex tasks with precision, and helping both clients and colleagues stay organized and on track.

A natural self-starter, Jamie is motivated by a desire to make a meaningful impact behind the scenes - ensuring that each interaction reflects the firm's commitment to care, integrity, and excellence.